We often lose sight of what drives markets. It’s a question as complex as it is simple. We can become lost in information, research and opinions, but ultimately we need to re-centre on this critical question: what drives markets? Show More
us policy
Market is flip-flopping between aimlessness and profit taking mode ahead of the EU breakup worries and US Fed raising rates. Market continues to struggle with historically high commodity prices with historically high USD while US rates are going up and US volatility is going down….something has to give and that... Show More
The US president will recommend a new head of the Federal Reserve in the next few weeks to replace Ben Bernanke. Bernanke has added his name to those of Volker and Greenspan as someone who has made an indelible impact. Unfortunately, the appointment of his successor will be mired in... Show More