September 6, 2019 – Only weeks after Boris Johnson replaced Theresa May as Conservative leader and Prime Minister, he has suffered a humiliating setback regarding both his Brexit strategy–leaving the EU “deal or no-deal”–and his ambitions to strengthen his power as Prime Minister through victory in a new general election. We believe that new general elections will take place after the current Brexit deadline of October 31 is extended through January 31.
August 21, 2019—Brexit as well as the United States economic conflict with China, have so dominated U.S. business news that it is easy to overlook three important trade agreements that have recently gone into effect. These free trade agreements link markets whose governments remain dedicated to the preservation and expansion of economic globalization: the EU, Japan, Canada, Australia, and some other Pacific Rim countries. These agreements exclude the U.S.
August 7, 2019—For over two months, residents of Hong Kong, a chief global financial hub, have been engaged in disruptive strikes and protests, including violent clashes with police. The latest disruptions occurred on Monday, August 6. Here, we explain the nature of the protests and discuss investment implications.