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Trump won’t win the Nobel Peace Prize – whether or not he deserves it Trump's decision to dump the Iran deal could have been calculated to annoy the Nobel committee

There we have it. The date and time for Donald Trump’s meeting with the Kim Jong-un are set. It was announced when Trump’s newly appointed secretary of state, Mike Pompeo, returned from Pyongyang with three Americans who had been imprisoned in North Korea. The summit – an outbreak of diplomacy after the two countries traded […]

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The seductive simplicity of blaming Trump’s win on Cambridge Analytica Blaming bad news on nefarious forces

Container ship in port

For the last two years, on both sides of the Atlantic, liberals and other concerned citizens have spent their time searching for an answer to the agonising, appalling, question “How did this happen?” How, for the love of God, could the United States have elected Donald Trump president? How, for crying out loud, could the […]

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What next for G-10 currencies and crude oil?

Blurred photograph of crowds walking through London

The euro, the French stock market, OAT-German debt interest rates spreads, the Volatility Index (VIX) and the ghosts of Vichy, Oradour and Algérie française convince me that Emmanuel Macron will be the next President of France on Sunday. So I see no reason to abandon my euro bullish strategy even though the single currency has […]

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The View from Berkeley Square Robert Fowlds, one of the City's biggest real estate rainmakers, looks at the real estate markets from his perch high above Berkeley Square

Two tin cans joined by a piece of string

Well, if ‘a week is a long time in politics’ (and even longer in UK politics!), it’s also a long time for the listed global real estate sector. Ironically as a property developer moved into the White House last autumn, the sector badly underperformed as equity investors switched into reflation trades and bond investors headed […]

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