Broadening Evidence of Global Economic Recovery
In our first note for 2017 we are not ready to draw any significant conclusions for global currency markets. It is evident that a significant...
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Reflation Trade Overshooting, as Eurozone Political Tail Risk Revives - 17th Nov 2016
Gold miners have crashed about a third since the August 25th note warning they were vulnerable to real yields (with which gold inversely...
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Money Matters: The Road to Italeave and a Dollar Break-Out?
The trade weighted dollar Index is within a whisker of breaking out of its two year long consolidation phase. There are two fairly imminent...
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While Trump Victory May Increase Volatility, There Are Some Long-Term Positives for Financials
Donald Trump's unexpected presidential victory in the U.S. has certainly surprised the global financial markets, and we expect a fair amount of...
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Brexit: Judgement Versus Obedience
Yesterday's high court ruling stating that parliament must have a say before any triggering of Article 50 to start the process for Britain to leave...
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