Fundamental Forecast for the Euro: Neutral Euro soars as a dovish ECB struggles to beat back capital inflows Soft data outcomes, ominous rhetoric may break the bulls’ resolve Read our Q3 foreca...
For those of you fond of the fortnight, Gold just finished its fourteenth of the year, with its third-best bi-weekly gain (+3.6%) of 2017; and this most recent week’s gain (+2.2%) ranks fourth o...
Markets endured the chaos emanating from the White House, as Press Secretary Sean Spicer resigned and Trump threw Attorney General Jeff Sessions under the bus as the investigations by the FBI intensif...
I’ve always been a big fan of actively managed bond funds as a way for investors to access risk managed or alpha-generating strategies. Unlike active stock pickers, the best managers from the likes ...
NZD/USD The New Zealand dollar initially fell during the week but bounced enough to reach towards the 0.75 level above. That’s an area that should cause a significant amount of resistance, so I thin...
Crude took a rather precipitous dive on Friday in the wake of a veritable gut punch from Petro–Logistics, who said OPEC supply in July is expected to exceed 33 million barrels a day. That would ...
Is it folly to hold cash right now? Or brilliant? Have you moved a material percentage of your financial portfolio to cash? Have you become so concerned about the meteoric ramp upwards in asset prices...
Here’s a brief preview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. 1. China property check: The June round of property price data showed broadeni...
Fundamental Forecast for CNH: Neutral The USD/CNH was testing a key support level of 6.7580 (the January 2016 high) last week, though it failed to break below the level. Amid the Dollar weakness, ...
This week will be dominated by high-impact U.S. data, including one of the primary market highlights of the month, the FOMC Statement and Federal Funds Rate. Therefore, volatility this week should be ...