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"With growth once again slowing, and past precedent suggesting credit has neared its limit, China finds itself at a crossroad."

"It’s Trump who wants to sign these deals, not us. We can wait"

"We had historically said: distributional outcomes, monetary policy has no role to play. That was kind of the standard view at the Fed, and I came in assuming that. I now think that’s wrong."

At some point we may have simply overbuilt!

"In cases where debt is dangerous - take Zambia - we do say, you need to really get a handle on your debt. In other cases, like Ethiopia, we say you do need to renegotiate some of your debt."

Investors who believed the industry’s ceaseless hype are now grappling with reality – that their money was drilled into the ground and is gone.

Is the Fed that blind to reality or just on an elaborate marketing mission to ensure that nobody panics and sells stocks?

Asset class returns over the last two weeks have shown a clear risk off pattern, but US equities are once again a notable exception.

"Enjoy it while it lasts, but think of how artificial it all really is and how to prepare yourself, at these lofty price levels, for the reversal that is as inevitable as night following day..."

Yield-starved banks expanded lending to “relatively high-risk businesses” and to the property sector, as the Bundesbank considers house prices in many cities overvalued by 15% to 30%...

If Corbyn goes down hard, and he should on such a radically nonsensical platform, he will be forced out and Labour will also split hard... US Democrats should take note...

The critics of President Trump's Iran policy have been proven wrong: the US sanctions are imposing significant pressure on the ruling mullahs of Iran and the ability to fund their terror groups.

"They are financed by credit and will run into trouble when lenders begin to scale back."

“Corn from the west going to east? It should happen at some point but it’s not the way the U.S. market is set up to transport.”

30% of respondents are going to rein in their spending this holiday season. 

"We are currently facing a conundrum."

"...its largest weekly draw since Lipper began providing weekly flows back in 1992." 

Intense competition for trading talent coupled with client pressure on fees has led to a challenging business model for multi manager funds such as ours

The Fed will own at least 50 percent of the U.S. Treasury market within a decade...