12 October 2018 Financial Times - 9th October 2018 The yin-yang of 10-year Treasury yields and tech shares Mike Mackenzie’s daily analysis of what’s moving global markets A sustained rise in the 10-year Treasury yield matters a great deal for US equities and in...
2 September 2018 Financial Times - Twin peaks The US stock market has hit Twin Peaks in the last week. First the S&P 500 reached the longest bull...
13 July 2018 Financial Times -Flagging consumer growth helps spur China’s equity bear market A point that is often lost in the trade war rumblings between the US and China is that Chinese...
13 July 2018 Livewire MarkHow cheap are the major markets? While absolute valuation has limited use for timing cyclical bull and bear markets, it does provide...
13 July 2018 Financial Times - Fed and dollar hold sway over febrile landscape With the football world cup in full swing and already producing a fair number of shock results,...
29 June 2018 Safe Haven Shelter In A Dichotomising World Safe Haven Shelter In A Dichotomising WorldBy Rudi Filapek-VandyckWhat just happened?US$5.9bn in...
8 June 2018 Sterling to suffer as UK ‘limps towards recession’ The UK is one of the most vulnerable major economies and may be among the first to see cracks as...
11 May 2018 Rumours of the bull's demise are greatly exaggerated At Citywire's South East retreat we cornered Chris Watling, the contrarian CEO and founder of...
4 May 2018 Investors face tough summer as 10-year yields diverge - Financial Times 2nd May 2018 Nothing gets the market pulse racing quite like the US Treasury 10-year note yield popping above 3...
27 April 2018 Europe’s stock bulls may need to pin hopes on ECB -Financial Times 26th April 2018 As the eurozone economy loses momentum, ECB policy could yet prove helpful
27 April 2018 Trump & Tariffs - A different angle Victoria Scholar talks to Chris Watling, Longview Economics, about his views on the trade war...