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 deficit this year to US$1.915tn, by... Read More»

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 of gold or private equity titans. In this respe... Read More»

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 payroll data for June came... Read More»

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 of monetary policy. Service sect... Read More»

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 announcing in May details of a previous... Read More»

Treasury Yields are Falling But Don’t Be Fooled

The Treasury bond market has been rallying of late on softer US data. This can continue for now. Still the view here remains that US Treasuries are in a s... Read More»

How Could Geopolitics Influence The Election?

Financial media continues to focus on such matters as Fed policy and the endless chatter of Fed governors. But the newsflow in the financial sphere in many r... Read More»

Breaking Down the Popularity and Risks of Private Debt

Private credit is the booming asset class, an asset class which has done a brilliant job taking advantage of the market opportunity provided by the heavy regula... Read More»

What a “No Landing” Means for Your Portfolio

It is important in observing markets to monitor alternative narratives and, like any good trader, not to be stuck rigidly to any specific view. If this write... Read More»

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