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Global politics turn businessCapital markets ended last week on a slightly downbeat note. That was more about the US economy than its astounding shift in foreign policy – but here everyone is focussed on Donald Trump’s recasting of Russia as an ally...

Europe First? A dramatic week in global politics ended with Chinese and European stocks outperforming the US, the dollar falling back and gold prices soaring. This unusual constellation of trends points to economic sentiment re-evaluation – and perhaps declining confidence in in...

Up and down and on and off The week began with, potentially, a very distasteful pill to swallow. Trump announced another 10% of tariffs on China and new 25% tariffs on Mexico and Canada, the US’ closest and single largest trading partners....