The US needs to act over the competitive advantage the EU gives its companies in areas like value added taxes
We are entering an era of higher and more volatile inflation, leading to broad changes in the investing landscape
US central bank risks having to slam on the brakes if it persists with gradualism
With inflation rising and output gap shrinking, policy expectations need to change
The right question is whether new risks to financial stability have arisen
He is no fan of a strong dollar and his Wall Street roots align him with market bulls
