5 days ago3 minUS bond yield 2023 highs to hold… or not?We have written a few blogs over the years that explain why we look at charts and my background as a bond analyst (including prop...
7 days ago2 minDisappointment in a share continues The drop in the share price of Dr Martens extended further on Tuesday as the company rolled out another profit warning (weekly chart...
Apr 134 minBeware a US rate hikeLast week’s US CPI report shocked markets which were betting on US rate cuts soon. The data for March was the third consecutive monthly...
Mar 212 minSwiss surpriseThe Swiss National Bank lowered rates by 25 bp to 1.5% today which caught the market by surprise. SNB Chair Jordan suggested that the...
Mar 113 minIs this the top in the US stock market?The easy answer of course is ‘yes, yes it is…’. If we are wrong, our words will be lost in the dust of history and we can continue to be...
Feb 213 minTo Hedge or Not to Hedge FX Risk?‘Whether ‘tis nobler in the mind to suffer the slings and arrows of outrageous fortune, or to hedge against a sea of troubles…’...