Read More 2 minute read OOther News China has problems – but it also has savings11 October, 20211.1K views Volatility remained higher than normal last week, with the VIX Volatility Index reaching 21.3 – slightly above its…
Read More 2 minute read OOther News Evergrande saga continues / Fed sees light ahead / Germany waves goodbye to Mrs Merkel4 October, 20211.2K views Links: Post | Image
Read More 2 minute read OOther News Evergrande and China: How Should Investors Be Thinking About This Risk?27 September, 20211.2K views Fears last week over Evergrande’s ability to make good on its $300 billion of liabilities spilled into global…
Read More 2 minute read OOther News US recovery deepens its roots20 September, 20211.1K views US recovery deepens its roots The latest forecasts for US GDP growth are +7% year-on-year (YoY) for the…
Read More 2 minute read OOther News Economic data hiccup in the US, does this mean tapering is on hold?13 September, 20211.1K views Economic data hiccup in the US, does this mean tapering is on hold? Two important economic data releases…
Read More 3 minute read OOther News Sentiment buoyed by Jackson Hole6 September, 20211.2K views Sentiment buoyed by Jackson Hole In the final days of August, global markets turned their attention to the…
Read More 2 minute read OOther News IMF sees global growth continuing to accelerate31 August, 20211.1K views IMF sees global growth continuing to accelerate The IMF updated its forecasts for global economic growth last week.…
Read More 2 minute read OOther News US economic data stable, while China steps up government intervention in its economy23 August, 20211.2K views In the US last week, reported retail sales fell 1.1% for July – this was worse than the…
Read More 2 minute read OOther News Tapering on the cards as US recovery continues16 August, 20211.0K views Last week saw important news-flow which can help inform us as to the outlook for inflation, monetary policy,…
Read More 2 minute read OOther News Corporate earnings season very strong and a bullish indicator for markets9 August, 20211.2K views Two weeks ago, we reported that 85% of companies in the S&P 500 Index (the 500 largest US…