19-01-15 M4No19

19-01-15 M4No19

Out in the global Republic of Men-not-Laws, we are all back to trying to work out what exactly is in Jay Powell's mind - a task not made any more simple by the fact that Mr. Powell himself may not be entirely clear on the matter. Meanwhile, far across a turbulent, blue hemisphere of ocean, all of the economic enormities committed by China during its storied rise from the ashes of Mao's destructive dystopia may finally be bearing down too heavily on the chaos of pit-props, buttresses, scaffolding, and jerry-rigging frantically erected by his successors in the attempt to shore up their own, very particular pyramid. Where will we find the winners and losers amid all this, in 2019?


Cantillon Consulting

January 15, 2019