U.S. Economy Picks up the Pace: We're bumping up our 2015 GDP forecast
Growth in the second quarter was revised up from 3.7% to 3.9%, beating the consensus estimate of 3.7% growth.It was what economists like to call a...
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Will the Gulf remain resilient?
Despite recent weakness Gulf markets have proved to be some of the most resilient in EM in the face of collapsing oil prices. There is evidence...
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The Fed Just Missed Their Hiking Window
The Fed's surprising dovishness led to confusion in the markets overnight The Fed has moved the goalposts (again) on factors that would drive it...
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CORPORATE LEVERAGE: An Inconvenient Truth
Sometimes stock markets don’t bounce back. They just hit the bottom and then crawl sideways for years. Take Greece, its stock market is still 87%...
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Weekly Impressions
Annualised volatility in the S&P500 spiked to 27% in August, its highest level since November 2011. Nonetheless, the 6 month moving average...
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