The LevellingHidden GemsOne of the rituals associated with the World Economic Forum’s conference in Davos in late January is that a growing number of think tanks…4 min read·Jan 25, 2020----
The LevellingPeak Stocks, Peak Trump?I recently gave a ‘Levelling’ related talk in Paris, where one of the points I made related to the way in which markets and finance have…4 min read·Jan 18, 2020----
The LevellingBattlegroups of the futureThe fracturing continues — from Tehran to Taiwan4 min read·Jan 10, 2020----
The LevellingRemaking a World on FireIt has been an eventful year for me, but the most striking moment was witnessing the fire at Notre Dame cathedral. Having run towards it…4 min read·Dec 21, 2019----
The LevellingPaul Volcker, Anti-PopulistThe event of the week, to understate matters, has been the passing of Paul Volcker. Many commentators have already paid tribute to a…4 min read·Dec 13, 2019----
The LevellingDeal done — Trump saves euro!In a missive I wrote earlier this year I puzzled whether Trump would fall victim to the same policy mistakes as Herbert Hoover (‘Is Trump…4 min read·Dec 6, 2019----
The LevellingTall TalesWhen Robert Shiller won the Nobel Prize for Economics in 2013 (shared with Lars Peter Hansen and the great Eugene Fama), I recall being…4 min read·Nov 30, 2019----
The LevellingFrom Bitcoin to no coinThings are stirring in the cryptocurrency world. There is a burgeoning debate about central bank issued digital currencies, and in the…4 min read·Nov 23, 2019----
The LevellingEurope’s next crisis?The decision of the German finance minister Olaf Scholz to acquiesce to a discussion on the creation of a euro-zone common deposit…4 min read·Nov 16, 2019----
The LevellingDemonstration contagionIn last week’s missive (link), I discussed the role of rising food prices as a trigger for public protest and I suspect, as a cause of…4 min read·Nov 9, 2019----
