Executive Summary
The noise emanating from the comedy show entitled the “Xi-Trump trade war” has been at times deafening, in 2019 global markets.
The comedy is now be drawing to a close, with the likely signing of the first phase deal between Washington and Beijing.
The bad news is that:
First, the appeasement implicit in that deal (and in other US foreign policy arenas) will encourage “bad actors” to take advantage in 2020 of the Administration’s weakness Geo-political risk is intense.
Second, if we look at economic reality stripped of the news feed from the comedy show, there are many sinister aspects in the current situation.
In this viewpoint, we look at the present economic and monetary situation, distilling input from a refreshed Austrian school perspective.
Main Article
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Why talk about a comedy show?
Geopolitical turmoil in 2020 and cold economic reality
A look through the lens of Austrian School economics
Central banks will not stop inflation
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Yield curve analysis in Treasuries
Bottom line:
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