FED Outlook 2016
Our forecast for the next US Fed rate rise has been revised to account for the recent macro data. The data has come in weaker than it should to warrant…
BOE Rate Decision
Rates in the UK were cut to lowest point ever over Brexit concerns. In short, the increased uncertainty over the move to leave the EU has impacted confidence and business…
Bank of Japan – hold steady for now
New stimulus was announced but waiting to do possibly more at the next meeting in September. In short, they decided to assess their approach, so a cautious approach. The move…
Turkish Failed Coup and Investment Environment
The failed coup was over before it really started. It looked like a desperate attempt to overthrow the current AKP government. Unlike coups of the past in Turkey, this one…
FX Forecast Alert: GBP
Strong Possibility of the Leave Campaign winning. Brexit is clearly more likely to happen. Please see my quick analysis in the previous article. Expectations: GBP to drop to around 1.20…
High Chance UK will Leave EU
The vote is going to be close. During the last few days, the markets and the polls showed the Stay Campaign with a slight edge. Today, I closed out most…
