global strategy
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…
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…
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. Such a…
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…
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…
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…