The U.S. dollar remains the…
China is experiencing a two-speed…
Last year, stock and bond returns tumbled after the Federal Reserve hiked interest rates at the fastest speed in 40 years. It was the first time in…
US equity futures were little changed, trading in a narrow ten point range as investors braced for moderation in Fed rate increases after the Fed mouthpiece
As this economic cycle ends, we shouldn’t expect to see the patterns of the past decade repeated. A new regime in policy and market behaviour is unfolding which investors…
Two Latin American currencies – the Brazilian real and the Mexican peso – have outperformed G10 nations and other emerging markets in 2022 despite the sharp appreciation of…
Investors have had an insatiable appetite for US dollars this year. According to the Wall Street Journal’s dollar index, which measures the greenback against a basket…
Asian stocks tumbled after China announced the metropolis of Chengdu would lock down its 21 million residents as authorities battled a new Covid-19 outbreak. In China's…
The value investor has become something of an endangered species over the last decade, pushed to the side-lines of a market fixated on seeking never-ending growth in areas…
Once the insurgents of finance, a fast-growing breed of upstarts that bill themselves as alternatives to old-fashioned banks when moving money around the world are rapidly going mainstream.…
“Not everyone likes ESG” is how Bloomberg columnist Matt Levine titled a recent column in which he discussed pro-ESG arguments and then went…
The People’s Bank of China, the country's central bank, has announced that all transactions of crypto-currencies are illegal, effectively banning digital coins. "Virtual currency-related…
Hopes and positive expectations for larger vehicle inventories and lower prices for this summer are now dimming as a prolonged semiconductor chip shortage has caused several major car…
A semiconductor supply crunch is forcing world-leading car manufacturers Volkswagen and Toyota to slash vehicle production. Toyota, the world’s largest carmaker, announced it will cut production…
A global chip shortage is continuing to wreak havoc up and down supply chains in a diverse array of industries across the world. As unprecedented amounts of work,…
Elon Musk has been on a crypto tear over the past two weeks. It began with a number of posts promoting a fun meme-based cryptocurrency called Dogecoin which…
The S&P 500 is an exclusive club of the 500 biggest companies by market cap on the NYSE or Nasdaq, and the inclusion Friday of three new companies…
Over the past few months, we have focused – for obvious reasons – on the pandemic and the following economic…
When the energy sector faces a severe existential threat as it currently is after the epic oil price collapse, the usual playbook is to resort to tie-ups in…
Investment professionals on Wall Street spend their days reading financial reports and looking at numbers flash on screens. These numbers record the moment-to-moment changes in the collective wisdom of markets…
The increasingly desperate situation in oil markets has forced down big names in energy to 16-year lows as crude prices tumble into the lower $30 per barrel range…
Mexico's oil hedgers, one of the world's most-active sovereign oil-trading desk, has spent nearly $1 billion on options contracts to protect the government's revenues from oil sales…