Jerome Powell is going to have to correct market expectations from the last Fed meeting in July. In July’s meeting, the Fed recognised that some ‘recent indicators of spending and…
If Liz Truss is elected by the conservative party to be the new UK PM she could change the BoE’s mandate. This poses a risk to the GBP. An independent…
The Bank of England forecasts that growth would be negative for the UK in 2023 and KPMG projected that the UK could fall into a recession next year as inflation…
Many Western nations are leaving major lockdowns in the past. With high numbers of people vaccinated and economies eager to get going properly again the obvious move is to leave…
In March the case was made for being bold on China. The rationale for that is based on the part of the economic cycle that China is in. While central…
To buy or not to buy, that is the question? Take any major index and you can see that prices rise from low to high. Almost all stock indexes go…
What’s the ‘big squeeze’? It’s the start of the end of extremely accommodative monetary policy from both central banks and governments. The reason for the support was the outbreak of…
Bloomberg has published a piece this week highlighting a Chinese Hedge Fund betting big on a Chinese stocks rebound. The Fund is called Guangdong Zhengyuan Private Fund Investment Management Co.…
There is often talk about the USD being challenged as the ‘King of currencies’. See here for some of the reasons for the USD’s status previously outlined. However, a helpful…
Bloomberg published an interesting piece this week where it highlights the contrast between retail buying equity dips and professionals selling equities. According to Bloomberg, the Bank of America noted that…