Street Savvy

So, I’ll do my best not to use the name of “that company” in this update, given the media coverage overkill it received last week. But the fact that...

Starting on a bit more of a personal note than usual, have you noticed your credit card bill lately? With a high degree of confidence,...

What a moment to be alive. A generation from now, the mass distancing and isolation period upon which we are embarking seems likely to be remembered as a time when the entire developed world made a collective sacrifice...

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:...

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...

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...