Inflation The growing view is that the banking crisis from Silicon Vally Bank and Credit Suisse is going to be a big deflationary force. Credit will be much scarcer from…
Next week the Federal Reserve, Bank of England, and Swiss National Bank all meet. This time last week the SVB crisis was just dropping onto markets and since that time…
US equities are heading into what could be a make-or-break week as eagerly anticipated inflation data are due to be released, while the S&P 500 comes up against a significant…
After Will Ferrell did an advert promoting EVs for General Motors during the latest Super Bowl, which company will benefit most? Will it be GM itself? Or, other EV manufacturers…
The news this week that the IMF lifted its global growth projections was largely placed at the feet of China’s Covid Zero pivot. The IMF raised its 2023 growth forecast…
Long energy and short tech may have been the trade of 2022, particularly for investors exposed to US equity markets, but also for the commodity traders, who enjoyed massive rallies…
The first thing to realise about yearly looks ahead is that they can prove to be spectacularly wrong. So, when looking ahead always be aware that these outlooks can change…
What a difference a few days can make. At the beginning of November, we saw bitcoin breaking above its 20-week moving average for the first time since March. A few…
It was the Fed that originally got it wrong on US inflation seeing it as ‘transitory’. The Fed then started on a rapid path of rate hikes moving up in…
The latest protests in China have been widespread and show a population tired of COVID Zero lockdowns. In China’s authoritarian state such protests against Party policy are rare and carry…