The longer term picture for oil looks strong. Many analysts point to a larger lack of investment in oil research and development which means the supply ultimately is not there…
The risks for investing in China’s markets are numerous. President Xi is pivoting the country to a new political era of ‘common prosperity’. What does this mean and will there…
For years the Swiss National Bank called the CHF ‘overvalued’. However, it has now dropped that ‘overvalued’ label in the June meeting and we have seen a flurry of bids…
The Fed meets next week Expectations are for the Fed to hike by 50bps and then to signal another 50 bps hike. Jerome Powell has said that the neutral rates…
China’s shares have continued to drift lower in line with global stocks. On one hand, this could have been surprising since China’s central bank is cutting interest rates while the…
Inflation in the US is at a 40 year high. That is the sort of level that legitimises worries over a cost of living crisis. The only response that the…
Yesterday’s strong AUD employment report has helped further meet one of the RBA’s three guiding principles. This means the RBA is set to turn more bullish over the coming weeks.…
China’s central bank (PBOC) has cut interest rates for the first time since 2020 in an attempt to stimulate the economy. Does this offer a good time to buy into…
There is a very strong seasonal pattern seen in the markets around the first month of January that has been surprisingly accurate. This is the ability for the month of…
Leaning on a spear can be a similar analogy to relying on the SNB to intervene in the EURCHF exchange rate. In January 2015, the SNB famously stepped back from…