25 February 2019 Cheap money 'bubbles' at risk of bursting Cheap money has pushed companies such as US co-working space provider WeWork and ride-sharing firm...
25 January 2019 Financial Times - January 11th 2019 Bull markets need fresh blood to drive higher Dearth of initial public offerings bodes ill for...
23 November 2018 Bond Traders Have a Bad Case of Wishful Thinking - Bloomberg Markets 18th November 2018 Kondratieff on Brexit One of the worst problems with Brexit, as far as I and many other...
23 November 2018 Tech wreck rattles buyers of the dip - Financial Times 20th November 2018 I caught up with Chris Watling from Longview Economics on Tuesday, and as always he had some...
19 October 2018 Equity Sell-Off - Timing the Buy - An opportunity like early in 2018? We have seen the second sizeable sell-off this year. The SP500 has dropped -7.80% in October (so...
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...
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...