Great Currency War: Slowing Global Economy Will Test Truce
Concerns about the slowing global economy will raise the importance of currency movements in 2019 H2 as a means to mitigate headwinds to growth. In...
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Does China Control The World Gold Price?
Gold prices have broken out higher, but unusually this cannot be explained by the US Fed China is a de facto part of the notional US dollar area...
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U.S.Dollar Weakness A Tailwind For International Markets
Markets are showing signs of weakening at logical resistance as we anticipated in last week’s Int’l Compass - we recommend being selective in new...
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Which Currency Do You Want to Hold – Gold, Crypto or Fiat?
It appears central banks have pivoted towards delivering more policy easing to bolster inflation expectations that have plumbed new lows this...
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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