Market Overview

Unless you were living on Mars—and in these days of connectivity that’s no excuse—you could not have missed the carnage that swept across financial markets overnight, driven by...

The legions of Optimism-20 virologists and epidemiologists were out in force overnight on Wall Street. After much academic debate based on their years of experience in the field, they came to the...

The Federal Reserve pricked the bubble of a nascent equity recovery overnight, with the FOMC leaving both rates and its forward guidance unchanged. A passing mention that it was monitoring...

Wall Street’s New Year’s resolution to eat a more plant-based diet paid dividends yesterday (sic), with investors gleefully consuming Apple's (NASDAQ:AAPL) latest results, sending its...

The Fed's policymaking, Federal Open Market Committee (FOMC) will undergo a significant shift at its January meeting this week, as four new regional chiefs rotate into voting positions.Also on the...

The rotation into haven positioning, seen in the holiday-thinned Asian markets yesterday, gathered momentum overnight. Fears about the global impact on economic growth, due to the Wuhan virus...

The sense of serious concern about the economic effects of the Wuhan virus—evident on Wall Street last Friday—has turned into something approaching panic in Asia this morning. China has...

The United States reported its first case of the Wuhan coronavirus overnight, an America First development that neither President Trump, nor U.S. financial markets wanted. With Asia on the back foot...

Markets in Asia have entered a holding pattern ahead of an expected signing by the U.S. and China of their Phase-1 trade pact later today. The morning has not been without drama, however. The U.S....

It is hard to believe that just one week ago, markets were again contemplating a potential war in the Middle East. That bullet was dodged, as both the US and Iran stepped back from the brink, albeit...

And as quickly as it began, the latest Middle East crisis was over it appears. President Trump announced that no further action was to be forthcoming from the United States as Iran’s missiles...

What do we know so far?Iran has launched multiple retaliatory missile strikes against coalition bases within Iraq. Quite a few missiles it would appear. The overtness of the attack has surprised me,...

I was lucky enough to do a TV slot on a local Singapore business programme remotely from Jakarta last night. It was wonderful for two reasons. Firstly I got to strongly share my opinion on the...

by Caroline Gerber This is part two of our annual outlook for the coming year. Part one focused on the direction equities could take in 2020.During 2019, equities rallied to all-time highs despite...