Market Overview Analysis & Opinion

REBOUND RISK: Risk of a US inflation comeback is under-priced and rising. With the US labour market surprisingly healthy and economic growth strong. The Q1 GDP NOWCast is an above average 3.4%....

A little over a year ago, the world watched as China reopened its doors after three long years of strict pandemic lockdowns. Expectations were high for a robust economic recovery, fueled by pent-up...

US Consumer Price Index (CPI) is the big number to watch this week. Here's an important trading tip on US Dollar & US Inflation Relationship

While equities keep on running, it’s Gold and FX that I want to see make a decision. Crude Oil’s looking bullish.Economic Calendar Events & Fundamental Concerns USD Index &...

Keynes once said that markets can stay irrational longer than you can stay solvent.I love this quote because it speaks about the power of narratives, and my humble adaption of that would...

Week Ahead 12th-16th FebruaryMON: BoC SLOS, Indian CPI (Jan), Export/Imports (Jan), Holiday: China (New Year), Hong Kong, Tokyo TUE: OPEC MOMR, Swedish Unemployment (Jan), UK Unemployment/Wages (Dec),...

The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations...

Pierre DebruHead of Quantitative Research & Multi Asset Solutions, WisdomTree Europe Time in the market beats timing the market The end of each year brings long-awaited traditions like...

It’s hardly the first time that the sharp rise in interest rates over the previous two years has prompted warnings about the business cycle outlook from an economist.Yet the forecast still...

I must say that writing these days is a real challenge, and yesterday was one of those days, mostly because it was just more of the same with the troubling three continuing to lead the charge.There is...

It is interesting to me that, with as important and liquid as the inflation-linked bond market is, the tactical allocation between TIPS and nominal bonds is at best an afterthought for most...

We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as the 1970s. If you have read the first three parts of this...

Week Ahead 5th-9th FebruaryMON: Japanese Jibun Final Composite/Services PMI (Jan), Chinese Caixin Final Services PMI (Jan), German TradeBalance (Dec), EZ/UK/US Final Composite/Services PMI (Jan), US...

After an upbeat January, investors should brace for sharp swings in the weeks ahead as the new month kicks off. February is expected to be a difficult month on Wall Street amid several major...