Risk markets were supported higher this week as incoming US Treasury Secretary Janet Yellen assured markets of ongoing fiscal support. The negative sentiment from the sell the fact response to…

The main story this week was the strong run higher in US 10 year bond yields. This led to a rise in the USD and excited expectations of a faster…

It was all about the Georgia run offs this week as the markets began to price in a Democratic sweep for the US. With the Democrats able to control the…

It was the week of deals. First it was the Brexit deal that was ‘nearly there’. Then it was the US stimulus bill that was ‘close’ to being finished. There…

Equities started following November’s gains this week as vaccine optimism and US stimulus hopes continued to boost risk assets. Upticks in stocks, commodities, and pro-cyclical growth currencies like the AUD…

Alongside rising equities, this week saw further outflows in the US dollar. There are good reasons for USD weakness heading into year-end. USD weakness in December, which expresses itself through…

This week saw another strong risk on rally as a combination of positive factors came together. Firstly, news President Trump was prepared to start proceedings to transfer power to President…

Last week’s strong global equity moves were supported this week as more positive vaccine news helped boost risk assets higher. News that Moderna’s vaccine was 95% effective and easier to…

Explosive moves higher in global equity markets were seen this week as two large events hit markets simultaneously. First of all Joe Biden was named as US President-elect as he…

The US election took centre stage this week as world markets awaited the outcome. Once again the polls were unhelpful in their projections. A clear Biden victory had been anticipated,…