Blog 4/12

Oct 28, 20252 min read

USD/YEN blinks

Oct 21, 20253 min read

Long-dated bond yields found buyers (but look for JGB yields to keep rising)

Oct 16, 20252 min read

Relative markets

Oct 12, 20252 min read

NASDAQ 100 and S&P 500 channels

Oct 3, 20252 min read

Currency matters in emerging markets investing

Sep 23, 20252 min read

FTSE 100 at lofty levels

Sep 19, 20252 min read

Intel in the news

Sep 17, 20253 min read

The Fed: Dovish but data dependent

Sep 15, 20254 min read

The Fed: One cut and done?

Sep 10, 20256 min read

A look at relative bond yield spreads

Sep 9, 20253 min read

UK: House price affordability improving

Sep 1, 20253 min read

Long-dated bond yields rising

Aug 21, 20252 min read

Watching Walmart

Aug 13, 20253 min read

A September Fed cut is not a done deal

Aug 4, 20252 min read

Outside weeks tend not to be key reversals, unless they are

Jul 17, 20252 min read

S&P 500 downside risk

Jul 1, 20252 min read

USD/JPY a year later

Jun 24, 20253 min read

“Sounds familiar” may not always be a good idea

Jun 12, 20254 min read

UK growth policies - the good, the bad and the unintentional

Jun 9, 20252 min read