The cyclical trade continues to be recommended here, despite the ongoing COVID “second wave”. On this point, it is interesting…
The Economist has a long-established tradition of contrarian cover signals, as have other business magazines, some of which are now…
Joe Biden’s most important running mate, Covid-19, has clearly turned massively in his favour. The 7-day average daily new case…
Is this really the top for Big Tech’s leadership of the US stock market, and the related unprecedented relative outperformance…
The Federal Reserve has duly delivered on the expected softening of the inflation target in the latest FOMC meeting in…
Gold's Resilience Despite Weak Physical Markets in India & China Gold continues to behave in a resilient fashion having been…
The US Treasury bond market has started to sell-off in recent weeks, in line with the base case here of…
Trump's Anti-China Theatrics It has become almost a pantomime. Grizzle refers to the slew of anti-Chinese measures announced by the…
COVID-19 Cases: Contained in America, Surging in Europe It continues to look as if new cases may have peaked almost…