Don’t Fight The Fedsssssssss….World Money Is Too Tight
This old Wall Street adage should be writ large across traders screens and read in plurals, because its not just the US Federal Reserve that is...
598 Views
QE Come-Back and Regional Forces Drive JPY
The rise in USD/JPY is surprising many, breaking away from US yields and perceptions that JPY should act as a safe haven in times of global market...
512 Views
Gold Confounds, A New Era of CNY Flexibility, Inflation Pressure Builds in the USA
The fall in gold may make sense against the stronger USD. However, it is odd to see it underperform other G10 currencies in an environment of...
183 Views
Negative Feedback from US Protectionist Policies May Boost Gold
The rapid demise in Chinese assets on Monday on rehashed news that the US is set to announce investment restrictions, despite RRR cuts, reveals a...
182 Views
Growth Shock Is the Next Phase for Global Equity Markets
The growth scare that I wrote about in May’s Governments and Markets is now starting to materialise, as growth in the major emerging and European...
232 Views