The risk train.

October 3, 2018 In an otherwise standard day, one could be beguiled to think not much was happening when indeed there is and markets are acting in a somewhat peculiar way.

Green light day.

September 28, 2018 The statement from the Fed gives the U.S. economy a green light and it sees no major problems over the next few years.

Just where are we now?

September 27, 2018 Sir John Templeton once mused, bull markets are borne out of pessimism, grown out of scepticism, mature on optimism and die on euphoria.

Enter the man!

September 26, 2018 Like a champion boxer entering the ring, Trump strutted to the podium to deliver a speech to the UN.

Slip slidin’ away.

September 25, 2018 Equity markets took a tumble but equities were not the only thing moving.

Whoaa.. What Now?

September 24, 2018 Optimism abounds due to stellar earnings. But will this optimism be short-lived?

Feel the love.

September 21, 2018 Equity markets continued their run as fears over the impact of a trade war abate.

What tariff?

September 19, 2018 For many investors, the tit for tat war of words has started to wear thin. Optimism prevails.

Tariff time.

September 19, 2018 The equity market rallied today and the bond market drifted higher in yield. Why?