FAST FIVE: Bill Blain: "Xi Is In Much More Trouble Than We Think"

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I've a gut feel Theresa May is now the signal driving sterling weakness, and her eventual departure (this month, this year-) will be the signal to go long.

I will be back on this theme and its why the headline today is: When May is Gone Put Your Buying Boots On.

Meanwhile back in the real world-   Increasingly complex world out there.

This is no longer a trade spat – this is morphing into full economic war.

It may take longer than we think – Bloomberg makes an interesting point this morning.

Categories: ZH