Governments around the world are spending trillions of dollars on infrastructure. There’s the US’ $1-trillion infrastructure push, China’s enormous Belt and Road Initiative spanning continents, the UK’s promise of £650 billion in infrastructure schemes over the next decade…the list goes on. It’s the biggest global build-out of physical assets in human history. Think roads, bridges, airports, seaports, energy facilities, 5G towers, schools, hospitals, rail, and even hyperloops

You’ve probably heard of China’s One Belt One Road (OBOR) grand plan. Perhaps you know it as the ‘The New Silk Road’ or the ‘Belt and Road Initiative’ (BRI). It’s a Chinese vision to reshape the geography of the world — and the global power balance. The Chinese think of it as the ‘great revival of the Chinese nation’, and enshrined it into their constitution. China wants to create a ‘Eurasian land bridge’. This will link Western China to Central Asia, before continuing on all

There’s a lot of fear at the moment regarding rate rises and their ongoing effect on the economy. No one expected the latest 0.25% increase in the cash rate — it caught markets by surprise. There’s now clear indication that the RBA may have tightened too much, and as a consequence, the Australian 2–10-year yield curve has *just* inverted. Source: AMP Capital An inverted yield curve might sound like some complex financial jargon, but it’s pretty straightforward once you break

A few weeks ago, I interviewed Global Forecaster’s David Murrin to discuss his analysis of the Kondratieff long wave and the prospect of war at the peak of this current cycle. David Murrin is one of the smartest men I’ve had the pleasure of meeting. He’s a renowned global forecaster, author, and entrepreneur, known for his groundbreaking work in predicting and analysing major world events. With a career spanning over three decades, Murrin has earned a reputation as one of the

Today we follow on from Fred Harrison’s interview I brought to you last week. In that interview, Fred concludes that this cycle will...