Great Daybreak show this Monday morning with David & Alix. Nice to get some positive geo political news on Brexit - both sides want/need a deal. Tri Polar World (TPW) framework suggests Brexit deal will allow Resurgent Europe’s M&M team (Merkel & Macron) to focus on deeper integration - within Europe investment focus should be on the Southern Tier ( GREK, EWI, EWP, PGAL) for better growth, less tariff risk and reduced exposure to weak dollar/strong Euro….
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The Nexus Between Global Economics, Politics, Policy and Markets
The nexus between global economics, politics, policy and markets