But economics goes in cycles, even if these cycles are sometimes extremely long. Dario Perkins of TS Lombard notes that economists in the 1930s came to the conclusion that central banks had done all they could. Cutting interest rates when they were already low was like “pushing on a piece of string” and, as a result, governments needed to use the power of the state to shorten dole queues.
We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.READ MORE