What to worry about in the global financial market?
Many fear that equities are in a bubble; or at least the tech-heavy AI-dominant part of the US equity market. That might be the case and if the bubble bursts now,...
Many fear that equities are in a bubble; or at least the tech-heavy AI-dominant part of the US equity market. That might be the case and if the bubble bursts now,...
Financial markets display what we would call ‘short memory syndrome’. Issues like US trade policy suddenly become big news and seem to drive every twist and turn in the...
The US dollar is dominant in many facets of the international financial market.
Any short-term euphoria there might be in financial markets from the rolling out of US trade deals might not go very far or last very long.
Vietnam, an emerging financial centre, is seizing a “golden opportunity” to become a competitive player in the international financial arena with progressive legal...
The expiry of the gas transit deal between Ukraine and Russia, and the new US debt limit could affect the global financial markets in 2025.
It seems to make sense to ask how the markets will react if Harris emerges as victor on November 5th.
Many financial markets have got themselves into a flap recently over the possibility of a US recession.
Barring any positive shocks, it seems unlikely to us that the second half of the year will be much better.
The conflict between Russia and Ukraine represents an adverse terms of trade shock to the global economy and its financial markets.
This week is likely to see rate hikes from the Fed and BoE, and a possible default on external debt by Russia. But as big as these events are, it will still be the...
There are widespread concerns about Russian military troop movements on the border with Ukraine. How will these tensions impact global financial markets?