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Inflation

Navigating Europe in 2019

Themes and Risks Investors in Europe to Consider in 2019

We are nearly 20 years into the new millennium and it is an unrecognizable place compared to when it started.  Lehman is gone, Bear Stearns – gone, Merrill Lynch – acquired, Citigroup is a fraction of its former self.  Blockbuster, Toys R Us, Woolworths all part of the history books now.  Europe, where we focus […]

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Central bank independence (ECB)

October 29, 2018 | File Under: , ,

ECB argues for the continuing value of central bank independence.

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The Fed Has Played With Fire: Now Comes A Reckoning (Forbes)

September 24, 2018 | File Under: , ,

Monetary policy makers now face a great test to regain control with monetary restraint and at the same time keep markets and the economy from suffering a reverse.

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