2 August 2023

One of the hardest things to do is to hold divergent views concurrently, and there is a good non-zero probability that markets can continue to rip higher as we are not at sentiment highs and private sector liquidity conditions are somewhat opaque and hard to judge based on lags in economic transmission. In addition, liquidity […]

The Nobel Laureate Colombian novelist Gabriel García Márquez writes in ‘The General in His Labyrinth’: “Today, under equal circumstances, my voice would not tremble to give the same order, nor would Europeans have the moral authority to censure me, because if there is a history watered with blood, indignity, injustices, it is the history of