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…Jan 25, 2020Jan 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…Jan 18, 2020Jan 18, 2020
The LevellingBattlegroups of the futureThe fracturing continues — from Tehran to TaiwanJan 10, 2020Jan 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…Dec 21, 2019Dec 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…Dec 13, 2019Dec 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…Dec 6, 2019Dec 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…Nov 30, 2019Nov 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…Nov 23, 2019Nov 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…Nov 16, 2019Nov 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…Nov 9, 2019Nov 9, 2019