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14Mar 17
March Rate Hike And Fed Policy

March Rate Hike and Fed Policy

The market now sees 3 rate hikes instead of 2 for for 2017.  We have had this position for some time in our previous forecasts. Regarding the pace of rate…

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13Mar 17
Turkish Referendum And Dutch Spat

Turkish Referendum and Dutch Spat

The tensions between Turkey and the Netherlands has heated up with threats of sanctions.  From an investment point of view, it is politically motivated on both sides due to the…

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05Mar 17
Global Macro Watch™ – Market Risks

Global Macro Watch™ – Market Risks

Investor sentiment reached new highs after the Trump speech last week.  Instead of putting new money into the market at this stage, we would suggest investors to tread carefully. Over…

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01Feb 17
FED Meeting – What To Look For?

FED Meeting – What to look for?

The FED meeting today is important for setting up future rate moves.  I would pay less attention to the data and more attention to the tone of the language. Regarding…

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26Jan 17
Mexican Geo-Political Risk

Mexican Geo-Political Risk

Having approached the NAFTA issue with very hardball tactics and striking at the sensibilities of the Mexicans with the implementation of the wall along the Mexican border, has increased tensions.…

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26Jan 17
NAFTA Negotiation Forecast

NAFTA Negotiation Forecast

The new Trump administration has met with auto executives recently.  He has threatened a 35% tax on imports from Mexico. Yesterday, without notifying the Mexican delegation, Trump and his press…

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