Major themes that could influence markets this year

At the start of the year, we try to find some of the major themes[...]

Are the cracks in the US economy?

We have all been singing the praises of the US economy of late, where the[...]

Chinese Yuan – Where to now?

We all know that while the rest of the world is a bit of a[...]

Oil prices spike on Hamas Attack, but will it last?

In recent days, the world has been witness to alarming attacks in Israel, causing widespread[...]

Is the US exceptionalism short term?

A term that has been greatly flouted about in the past couple of weeks in[...]

US Treasury Yields – Why the spike?

The Forward-Looking Bond Market and its Implications for the Long-Term Future of the US Economy[...]

Jackson What? Jackson Where? Jackson Hole

A phrase that has been used quite often in the past week is the Jackson[...]

Will the Rand rally run out of steam?

Currently in the currency and economic markets, there are quite a lot of variables to[...]

Where is the US recession?

Talks of an impending recession in the US have long hogged the headlines, and everybody[...]

Possible currency intervention

  This week, several market-moving events are taking place: Firstly, there are interest rate announcements[...]