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David Bassanese
Correction continues By David Bassanese - Apr 22, 2024

Global markets – week in review The global equity market correction continued last week, with a solid US retail sales report and a hawkish tilt by Fed chair Powell further unsettling bond and...

Chris Becker
19.04.24 Macro Afternoon By Chris Becker - Apr 19, 2024

Asian stock markets are having a bad end to the trading week due to the Israeli/Iranian conflict across the Middle East, with a strong safe haven bid in USD pushing all of undollars down further. The...

Chris Becker
19.04.24 Macro Morning By Chris Becker - Apr 19, 2024

The USD rebounded on more hawkish Fedspeak overnight, with Wall Street still unable to put runs on the board as inflation concerns linger. European stocks moved higher on more dovish speak from the...

Chris Becker
18.04.24 Macro Afternoon By Chris Becker - Apr 18, 2024

Asian stock markets are trying to rebound from a bad trading week so far following the escalation in conflict across the Middle East, with yet more hawkish Fedspeak overnight not helping risk...

Chris Becker
18.04.24 Macro Morning By Chris Becker - Apr 18, 2024

The USD finally moved lower after a week of strength on the back of war jitters across the Middle East, but Wall Street still fell back as Fedspeak overnight again highlighted inflationary fears....

Michael Lebowitz
Are We on Japan's Path of Stagnation? By Michael Lebowitz - Apr 17, 2024

We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for its stock market to set its recent record high.Many...

Chris Becker
17.04.24 Macro Afternoon By Chris Becker - Apr 17, 2024

Asian stock markets are still in flux after the rocky start to the trading week following the escalation in conflict across the Middle East, with somewhat hawkish Fedspeak overnight not helping risk...

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