Here’s an excellent article in the WSJ. Although being US President was Donald Trump‘s first political office, he’s no stranger to the Machiavellian black arts, and is consolidating and strengthening his powerbase very effectively – even the Chinese media are grudgingly respecting Trump’s successes. But it’s very much ‘Eyes Right’, America First – these policies will have widespread implications both domestically and internationally. We should expect raised political risk to increasingly impact on global investment decisions and financial markets, possibly curtailing global growth curves. Against this background, the UK’s anemic Brexit induced growth forecasts could soon turn into negative territory, signalling the start of a deep recession. Thoughts?