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bespoke modern economics

The future of markets is seeable. Not all the time, but occasionally you can catch a glimpse.

 
 
 

China GDP 4.9%

Slightly below market expectations, but certainly reasonable as we thought. As with the GFC, state owned enterprises and a still robust domestic sector have again seen China take the latest global crisis in its stride. Of course, the irony of this, given the origin of covid is lost on no one, That said, the loss has yet to be recovered, but China will continue to perform well. This is by no means an exa\mple of what could happen in Europe or the USA however. The rest fo the world cannot copy the strict nature of covid fighting that was in operation in China. Nor, does the rest of the world have the massive state owned enterprises to lift the aggregate data the way China can. 

19th October 2020 

Warrior Trading

Inside the mind of an elite currency trader
John Wiley & Sons, New York.

Today's global financial markets are every bit as vicious psychologically, and sometimes even physically, as the battles the great warriors throughout history have faced.

 

Economic Horizon

About the contemporary economic forces of our time and why the biggest bull market in history was underway. As well as a full description of the key economic principles that will continue to drive the global economy for decades to come.

 
Business Morning

Morning Meeting

 

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