Market Volatility View
Market volatility has gone up over the last few days. In fact it was under 12 during the past 5 days and recently jumped to over 18. Currently, it went…
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…
