It remains all about the coming Fed tightening cycle, not only in terms of rate hikes but also Fed balance…

If this writer has continued to give the mainland authorities the benefit of the doubt in terms of managing the…

We believe the lithium market is one of the most attractive in the mining & materials sector, and we view…

The contrast between the US and China monetary cycles has become crystal clear in recent weeks. has announced its most…

The pro-cyclical inflation story keeps building as market pundits have competed to increase their 2022 Fed rate hike forecasts ever…

The Time “person” of the year award is often something easy to make fun of in the way that magazine…

This writer remains of the view that the US CPI report is now the most important US data point monthly…

There is no doubt that expectations of monetary tightening are accelerating as reflected in the damage done to the profitless…

Shoot first and ask questions later. This is the perhaps understandable and certainly predictable response of governments to the emergence…

The extended dog’s dinner over the re-appointment of Jerome Powell as Federal Reserve chairman on 22 November hardly amounts to…