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...
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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...
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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...
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Red Alert for Markets?The Key Central Bank Tightens
Watch out, the World’s biggest Central Bank is tightening. We do not mean the US Fed, which raised rates last week, or the ECB, which last week...
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How Dovish Will the Fed Be?
Every Fed rate hike over the last year and more has resulted in a weaker USD, suggesting the Fed has a habit of delivering ‘dovish’ hikes. There...
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