A view of the world must include a reference to the Ukraine. This unholy mess is potentially a major headwind for European stability and it is difficult to see how it can be resolved. Hopefully at the least it can be contained and possible discussions that are scheduled …
November 2014
These enormous economic changes leave us with a certainty that predicting the course of events is a lot more difficult and policies that try to maintain the status quo are doomed. This is particularly relevant in Europe where….
October 2014
In general, the instabilities we are seeing are relatively benign, but the road to Christmas still has a few bumps in it…..
August 2014
Global trade and a great deal of prosperity generated over the last decade or so has depended on the free movement of goods and people. In the last few months there has been an insidious and growing disruption to both. The shooting down of the Malaysian airliner over Ukraine has caused a hidden but very major disruption to airline routes. It had been assumed that airlines …
July 2014
The Middle East continues to polarise along sectarian lines with Isis’s announcement of the establishment of a caliphate – or new Islamic State. The leadership of this organisation appears to be highly sophisticated and a lot…
May 2014
Barring a political miscalculation in the Ukraine and provided the conflict in the Middle East does not spread further into Saudi, the Gulf States and Turkey, we should see a steady improvement to the economic world for the time being….