China Haven – UK Political Reset? - Augustinian Reprieve?
24Apr2026
The bounce in global markets from the end of March, and the relative calm, certainly seems in the nature of the Augustinian reprieve. War comes and goes. But cycles in investor behaviour, and their extremes, are a constant through time, and the behavioural message today could not be clearer. While Trump and the US is headline grabbing, out of sight China is quietly making real progress, as we show. And we speculate on “all change” in the UK by June. READ ON…
By Brian Dennehy
Access Level | public
Market commentary