'Market participants with opposing views are simply blockheaded'
There are many imbalances around the world, but there are two colossal surpluses and two large deficits which stand out, writes John Redwood, Charles Stanley's chief global strategist.
EMs on a 'whopping' 30% discount
Gold volatility, peso crash and Dow surge
Politics a major challenge in 2017
Taken over multi-asset Open range
Increased 2017 US growth forecast to 2.3%
Expects S&P to fall to a new low