Search by keywords
Publishing Dates
Filters
Articles
Market impact likely hinges on the scale of oil-supply disruption
By: Ivy-sw Ng, Christy Lam
Charging Ahead: Electrification in Asia
The Australian dollar currently has a wide range of monetary, economic and political factors on its side
Positioning portfolios for the next phase of market dispersion.
Even a quieter, less interventionist Fed would only shrink its footprint very cautiously. Partly this reflects changes to the financial plumbing in recent decades.
A physically tight market is keeping prices close to their record highs.
By: Michael Lewis
Over the last decade, data centres (DCs) have shifted from being background infrastructure to a central pillar of the global economy.
Years of overly loose fiscal policy have sent Japanese bond yields soaring. Increased volatility is here to stay.
The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.
Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is when the effective interest rate surpasses growth
By: Hansjoerg Pack
Increasingly, shrinking Eurozone spreads say less about European virtues and more about anxieties in many of the world’s other bond markets.
Have small caps seen a weak decade, or were large caps simply off the charts?
Venezuela’s turmoil offers a test case of how oil and metals shocks can ripple through inflation and rates, as the energy transition rewrites old market rules.
Brazil’s central bank looks set to remain hawkish. Structural reforms following next year’s elections could help unlock the country’s potential.
