Street Savvy

It’s difficult not to enjoy the profits that equity markets have bestowed upon us all through November. What’s more, the general sense of...

In the empty space that follows a deluge of new information, the behaviour of financial markets can often be quite telling....

The balance of probabilities in equity markets has been to the downside since May:...

In the last update, we proposed the following key question for financial markets: ...

After a noisy summer for financial markets, each passing week in September has been helpful for refining the proper question to ask...

It was a busy couple of weeks for pundits. Amidst the now normal, daily changes in trade policy, this summer’s one way decline in interest rates abruptly reversed. The reaction...

Financial markets finished off the dog days of summer in a fitting fashion for 2019: rapid-fire political jabs...

What an uncomfortable period we are in for global financial markets. First, a variety of small and idiosyncratic events loom with the threat of ballooning into something bigger...

About a quarter ago, we put forward the thesis that the sudden deterioration in US trade talks had re-injured business confidence at a critical moment. In a global economy still recovering from a Q4 demand shock, the hit to confidence would create...