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Market Insights

BondsMacro

Jerome Powell’s 2nd term: Fade the Hawks?

The reappointment of Fed Chair Jerome Powell sparked some unexpected volatility across markets, led by a jump in Treasury yields. But should we really expect Jay to be that hawkish?

MacroCrypto

Bitcoin misses a turn as an inflation hedge

Rising inflation around the world, low, or even negative returns, and the poor performance of gold over the past few months have led investors to look for alternatives to hedge inflation. With the inclusion of Bitcoin and other crypto-currencies ...

Macro

Santa needs to hurry up!

StocksMacro

WEEK AHEAD - Fed Meeting, BOE, RBA & US Jobs Report

A preview of the news, earnings, and economic data to expect in the week ahead. This week there is the all-important Fed meeting and monthly non-farm payrolls data - as well as interest rate decisions from the BOE and RBA.

CommoditiesMacro

Gold & Silver Outlook: Time for the Classic Inflation Hedge?

Inflation is rising across the globe and precious metals are renowned as a hedge against inflation. Nonetheless the Gold & Silver price action has been muted. What to do?

MacroAsset Allocation

MonthlyFlow November

Key takeaways for November: Investors are climbing the wall of worry, which should carry into the end of the year Markets are pricing in too aggressive a tightening path from the ...

StocksMacro

WEEK AHEAD - Tech earnings plus BOJ & ECB meeting

A preview of the news, earnings, and economic data to expect in the week ahead. This week there are earnings from Big tech including the likes of Apple and Facebook (Metaverse!?) - as well as interest rate decisions from the ECB and BOJ - and US ...

MacroCovid-19

Supply chain bottlenecks: is the end in sight?

The good news is that the global economy is recovering. The bad news is that supply is not matching this demand. First, companies were not prepared for the speed and scale of the recovery. Second, with ongoing Covid risks disrupting production, ...

StocksMacro

Tesla & Netflix Earnings plus China GDP data | THE WEEK AHEAD

A preview of the news, earnings, and economic data to expect in the week ahead. This week includes Q3 earnings (highlights including Tesla and Netflix), China releases 3rd quarter GDP data, the UK, the Eurozone and Canada release CPI ...

MacroWeek Ahead

THE WEEK AHEAD: Q3 Earnings Season Starts & Fed Minutes

A preview of the news, earnings, and economic data to expect in the week ahead. This week includes the start of earnings season with big banks reporting Q3 results, Federal Reserve minutes as well as US and China inflation stats. The price of ...

StocksMacroAsia

Rising risks to Chinese growth threatens short-term equities outlook

It seems as though buying the dip has been the name of the game, with China being the surprising exception, at least for the short run. Is there a value rotation at play?

MacroWeek Ahead

OPEC+ Meeting, NFP & Q4 Begins | THE WEEK AHEAD

A preview of the news, earnings, and economic data to expect in the week ahead. This week includes the an OPEC meeting, the September non-farm payrolls report, rate decisions from the RBA and RBNZ, while markets continue to focus on rising bond ...

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