Donald Trump
Commodities | 15 Dec 16
Dollar rallies, gold falls on back of Fed’s ‘happy’ hike
The dollar surged this morning on the back of only the second Fed rate rise since the 2008 financial crisis.
Russian stocks rally as Trump policy priorities take shape
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
North America | 9 Dec 16
Analysis: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
Investment | 5 Dec 16
Trump victory shines light on infrastructure
Donald Trump’s surprise victory in the US presidential election has moved infrastructure investment to the top of the agenda in Washington. But should investors follow suit?
Is Trump really the game changer that markets expect?
Donald Trump’s election to the US presidency has triggered a shake-up of some parts of the equity markets. Is there more to come or have markets been relying too much on their crystal balls?