Inflation will be the key driver of bond and equity markets for 2023 Annual US inflation fell in December to its lowest level in more […]

Market expectations have shifted for the path of the speed of interest rate rises by the US Central Bank – the Federal Reserve – an […]

Global markets remain tormented by inflation concerns. US – In the first week of November, the Federal Reserve of the US increased its main ‘Fed […]

US Non-Farm Payroll – the number of people who gain employment in manufacturing & services in the US economy (the farming sector is excluded due […]

Financial Markets are still be driven by the inflation demon and the Central Bank response to raise interest rates aggressively. US inflation (although rising inflation […]

The Federal Reserve raised its benchmark policy rate by 0.75 percentage points for the second month in a row this week as it doubled down […]

The markets are evolving their minds about US economic prospects just as the Federal Reserve has been scrambling again to catch up to developments on […]

Global financial markets remain volatile with US stock markets 15-20% down for the year but off their lows – the US Dollar (as measured by […]

Financial markets are being driven by developments in Ukraine: The more there are prospects of a peaceful solution the more markets re-focus on fundamentals, which […]

Financial market attention is on the conflict in Ukraine and acknowledging the tragic human consequences here, we will focus on the financial implications. Inevitably this […]