macro of chessmen standing on latest stock exchanges

Global Equity Markets end Nervous Week on Edge

With financial markets so overvalued, and with so many ticking time bombs around, we remain on high alert for a deterioration in market performance that could presage a bear market in equities and other risk assets. What is interesting about looking back at past bubbles is that it seems obvious in hindsight that valuations were in bubble territory and that future ...

21.07.14.png

Strong Dollar and Weak Euro Trends Remain

Stewart Richardson Chief Investment Officer After several weeks of consolidation (basically since the last FOMC meeting on 18th March), it appears that the previous trends of broad weakness in the Euro and broad strength in the US Dollar are re-establishing themselves. It is not entirely clear exactly what was the trigger, however, price action has been pretty convincing with the Euro suffering ...

iStock_May24

Disappointing US Employment Report could Signal Difficulty Ahead

The US employment report for March was released on Good Friday and has the potential to be a game changer for the Federal Reserve in the US. At 126,000 new jobs created, the report was substantially below the 245,000 expected and the second lowest since the slowdown in 2012. The unemployment rate was only able to hold steady at 5.5% ...