Global Strategy
Is More Carry Trade Volatility In Store for Markets?
Financial markets found out about the potential for a yen carry trade unwind last month as reflected in the roller…
The Growing Risk of The Treasury’s Addiction to Short Term Debt
There was an interesting study published recently that US Treasury Secretary Janet Yellen felt obligated to respond to in public…
Gold and Bitcoin Tactical Update
This writer still believes in Bitcoin. Still it is worth noting that the recent extended period of healthy consolidation has…
India or America – Where Should Your Money Go Next?
“Donald Trumps Death” was the cleverly written headline in the Times of India on 15 July (see The Times of…
Why Taiwan Should be in Your Portfolio
The chart below shows that the Nvidia share price and Taiwan’s outperformance relative to the MSCI Asia Pacific ex-Japan Index…
Don’t be Fooled, The Gov’t Bond Bear Market Marches On
The announcement by the Congressional Budget Office (CBO) in late June that it was raising its forecast for America’s fiscal…
Why an Emergency Rate Cut is Now on the Table
The US employment data has remained critical for the many hoping for a resumption of Fed easing, be it owners…
All the Reasons For and Against a Fed Rate Cut in September
The hopes for pre-election Federal Reserve easing have increased since the latest employment and inflation data. If the US nonfarm…
When Will Local Buying Drive Japanese Stocks to New Highs?
The pressure on Bank of Japan Governor Kazuo Ueda continues to rise, in terms of accelerating the long overdue normalisation…
The Chinese Property Crash is Heating Up – When Will the Bounce Come?
The pace of property easing in China accelerated last quarter to its most intense level yet, with the central government…