The US economy has not slumped under the weight of tariffs; inflation has not risen materially, and financial asset prices have performed very well. But look under the...
What if global asset prices go into a meltdown as we saw in the wake of President Trump’s ‘liberation day’ announcement in early April?
If this week’s tariff reveal from the Trump administration provokes another bout of heightened risk aversion will the US dollar rise, as befits its customary safe-asset...
Without tariff wins from the US Administration, the bleeding will continue in asset prices.
Many financial asset prices have recovered after the battering late last week and early this week. Will the slump in things like stocks and dollar/yen continue to fade...
Forecasts for a weaker US dollar through 2024 rest heavily not just on the Fed starting an easing cycle, but also that this cycle either causes, or is consistent with, a...
It’s likely you’ve heard the saying that ‘when the US sneezes the rest of the world catches a cold’. It might not always be true but that’s cold comfort to those outside...
Is the global economy on the verge of a new, and much more destructive lurch lower and, by the same token, are financial asset prices about to embark on a fall that will...
This week marks the one-year anniversary of the conflict between Russia and Ukraine. How will this conflict impact global asset prices.
It appears to us that there are two ways of looking at the prospect for asset prices this year.
At any time, there’s always bullish and bearish arguments for asset prices that battle it out to have the upper hand.
There are undoubtedly some chinks of light in what has been a very dark picture for holders of bonds, stocks and currencies (besides the dollar, of course).
We might be talking more in hope than expectation, at least when it comes to a quick end to the war in Ukraine, but the conflict will end at some stage. When it does,...
Tensions between Ukraine and Russia are at their highest in years. How will the markets respond?
Up until recently you could have argued that inflation was everywhere, except in the prices of goods and services. However, goods and services inflation has started to...
As advanced-country central banks slowly start to pare back the significant monetary accommodation granted through the height of the pandemic, so the market grows...
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