

Trump’s post Charlottesville remarks, the Barcelona terrorist attacks and Cisco’s results unnerved the US stock market bulls last week. Friday was a surreal moment in the history of Wall Street. It was entirely rational for traders on the New York Stock Exchange floor...
The Trump White House and US stock market risk

Global political instability: a threat to the markets?
The old stock exchange cliché goes “markets go up like an escalator, go down like an unhinged elevator”. The world learnt this lesson the hard way as geopolitical tensions between the US and North Korea escalated to nuclear brinkmanship. Trump’s ‘fire and...
Global political instability: a threat to the markets?

Can UAE emerge as an aircraft leasing hub?
I was stunned to read a Boeing report that forecasts that the global passenger jet fleet will more than double to 45,250 by 2035. Given that almost 20,000 of the world’s in-service aircraft will be retired or converted to freighters in the next decade, Boeing...
Can UAE emerge as an aircraft leasing hub?

What Trump’s political scandal means for investors
Image (c) iStockphoto The financial markets have finally cottoned on to the increasingly sordid political realities created by the Trump White House. Trump could well be impeached for obstruction of justice if he tried to pressure FBI Director James Comey to drop an...
What Trump’s political scandal means for investors

What next for G-10 currencies and crude oil?
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...
What next for G-10 currencies and crude oil?