Overview: Strong US equity gains yesterday helped lift Asia Pacific markets today. Tokyo led the move with a nearly 4% gain in the Nikkei. Taiwan...
Global equities fell by almost three percent in February (MSCI AC World index in US dollar terms) as investor alarm over the prospect of faster-than-expected...
Futures Rebound On "Massive" EU Bond Stimulus Plan; Nickel Halted After Record Surge, Gold Over $2000 Futures rebounded from yesterday huge...
The global economy is going through a rough patch as the Covid-19 pandemic eases and the Russian invasion of Ukraine continues. As a result, some currencies...
Our argument is not that gold makes a bad investment or that no one should own gold but, rather, that gold does not work well as...
Here are the threats being faced by banks, companies and investment funds.
The Russian invasion of Ukraine has been driving the price of the Dollar, as investors look for stability in the greenback. While geopolitical tensions...
Overview: The capital and commodity markets are becoming less orderly. The scramble for dollars is pressuring the cross-currency basis swaps. Volatility...
Futures Take Cover As Commodities Go Apeshit US stock index futures were flat on Thursday as investors assessed the impact of a surge in...
The euro has fallen for three straight days and continues to lose ground on Wednesday. EUR/USD has dropped below the 1.11 line for the first time...
Summers: Biden Needs To Pivot From COVID, Prepare America For 'Struggle Ahead' During tonight's State of the Union address, President Joe...
Could Economic Warfare Backfire On The US? Authored by Michael Maharrey via SchiffGold.com, Economic sanctions serve as a powerful foreign...
The New York session once again saw a sharp reversal of fortunes, reversing the post-weekend Russia sanctions sell-off. Oil, the US dollar, and gold fell,...
If you've been away, really away, and all you know is that US Equities were up ~1% last week, then you've been extremely disciplined about your...
March will be a pivotal month. Three key elements shape the investment climate: geopolitics, easing of Covid pressures in Europe and North America, and...
Overview: Bold new sanctions on Russia and more weapons for Ukraine were announced over the weekend. Russia responded by raising the readiness of...
Russia's invasion of Ukraine was well tipped by US intelligence. Its warning that an attack could take place at any time on February 11 turning the simmering...
Futures Recover Overnight Losses After Torrid Thursday Rally As Uneasy Calm Returns After yesterday's furious gamma-squeeze rally, U.S. stock...
Global Stocks, Futures Crash; Nasdaq In Bear Market, Oil Soars Above $105 On Russia Attack U.S. stock index futures crashed along with global...
Once again, the relief rally has quickly reversed course, and once again the culprit is the Ukraine situation. The Ukrainian government declared a state...
Nervous Markets Rebound As Ukraine Tensions Fade US equity futures - which on Tuesday tumbled into a technical correction, down 10% from January's...
Overview: Russia's formal recognition of the two separatist regions in eastern Ukraine kicked out the legs upon which hope of diplomatic solution stood. ...
Putin recognises breakaway regions The clutching at straws rally we saw in Asian and early European hours yesterday quickly came to an end as Russian President...
A belated good morning from Jakarta where I am on day two of managed isolation and where, unfortunately, my hotel room’s internet ceased functioning...
(Due an extended business trip, this weekend’s commentary has been consolidated into one note) There are a few main themes in the driving the foreign...
Despite the improvement in nominal exports ascribed to Wisconsin after Trump, real exports haven’t really recovered – and may not until global economic...
The Japanese yen has moved higher on Thursday, as tensions are once again rising over the Ukraine crisis. Ukraine crisis escalates Invasions fears have...
The British pound has posted gains for a third straight day and punched above the 1.36 line. In the European session, GBP/USD is trading at 1.3616,...
Canada’s inflation hits 30-year high Inflation continues to rise and hit a new 30-year high in January. Headline inflation jumped 5.1% y/y, up from 4.8%...
Australia’s employment report for January was better than expected, but the Australian dollar didn’t respond to the positive news. The economy added...