Author Archives: John Rutledge

A Trade Deal Will Be Announced Next Week. Markets are Going to Like It.

Summary: Told you I was the Forrest Gump of economics! I recently had an extraordinary opportunity to give a private briefing to a group of Cabinet members at the White House on the Chinese economy, currency and the structure of … Continue reading

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How Do You Drive in the Brexit Fog? Very Slowly, for Now.

Summary: Event risk (Mueller-risk in the US, Brexit in the UK and Germany, the trade war and credit crunch in China) is so high today that it is almost impossible for a prudent investor to commit capital into the future. This … Continue reading

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