Reasons to be cheerful and fearful: cautious optimism is the way forward
Equity markets last week continued their upward trend, with the Nasdaq powering ahead to new all-time highs and…
Cold War II is creeping back onto the agenda
President Trump recently signed two executive orders aimed at banning Chinese-owned social media platforms TikTok and WeChat from…
The question on everyone’s mind… What comes next?
Without a doubt, the biggest news in July was the release of US Q2 2020 GDP data. With…
US GDP falls 32.9%…. Keep Calm and Carry On
Last week’s main event was the release of Q2 GDP data for the United States. In the April…
The Good, the Bad and the Ugly…
Starting with the Bad In the coming weeks, Q2 2020 GDP data for the world’s major economies will…
Investors must be prepared to play the waiting game
The new reality for investors is that we’re playing a waiting game. Market volatility will remain elevated until…
The next stage of the recovery
Global consumption is now recovering after bottoming in March-April. But an economic recovery is about more than just…
VIX is telling us something important… and we should listen
Q2 2020 was one of the strongest quarters on record for equity markets. The Dow Jones added 18%,…
Playing the “Fed Game”
After weeks of normalising volatility, markets were rocked by a fresh burst of volatility last week (albeit, not reaching anywhere near the…
Tentative signs of recovery on the way?
In the US, consumer confidence unexpectedly improved in May. Sales of new homes and house prices both showed…