US FED Decision
The recent policy move by the US Federal Reserve to reduce rates by 0.25 was expected by the market, thus not much surprise. What was interesting about this move was…
Turkey – US and Northern Syria
The move by US President Trump to pull a small force out of Northern Syria has resulted in lots of backlash in both the US and Europe. In addition, it…
Market Forecast – Trade War Significant Risk
We maintain the view that this is just the beginning of a trade war between the US and China. Even if it does not actually happen, the rhetoric will get…
New US Middle East Policy
The US policy in the Middle East will become more anti-Iranian over the next couple of months. The key date here is the Iran Nuclear Deal sign off that Trump…
Trade War Forecast
Our view regarding the recent escalation of trade tensions is that we are just at the start of the process and that the recent market rally yesterday is premature. Chinese…
Monetary Policy Forecast
Our monetary policy forecast stays the same. In short, we believe that the FED will raise more times and to a greater degree than the consensus three rate rises forecast.…