Analysis
Macro Views | analysis 21 Dec 15
ANALYSIS: What if the Fed is wrong and other scary thoughts for 2016
A look at the coming year for those whose glass is half empty
Macro Views | analysis 17 Dec 15
ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
Fixed Income | analysis 17 Dec 15
Fed hits right notes as rates rise for the first time in nine years
About the right amount of ‘dovishness’ seems to be the initial verdict from market commentators pronouncing on what had been billed as the biggest event in financial markets since the collapse of Lehman Brothers.
Fixed Income | analysis 15 Dec 15
ANALYSIS: Just how clever is the Fed boxing?
The last time the Federal Reserve raised interest rates, Daniel Craig had just taken on the mantle of James Bond and Sylvester Stallone had just successfully resurrected the Rocky franchise from the ignominy of 1990’s Rocky V.
Commodities | analysis 9 Dec 15
Oil Price Expectations and a House of Cards
Greg Bennett, fund manager at Argonaut Capital, gives his view on the dynamics behind the current oil price.