by Ben Laidler
Macro Insights: Enjoy the inflation peak
PEAK: After a string of negative monthly US inflation surprises the fifth was the charm. This...
by eToro
Macro Insights: Threatening the market’s golden goose
POLITICS RETURNS: US political gridlock eased enough ahead of the midterm elections to set up the...
by Ben Laidler
Macro Insights: Burgernomics gives much to chew on
BURGERNOMICS: The Big Mac index is a useful shorthand for currency valuation, with a good track...
by Ben Laidler
Analyst Weekly - Bear rally or new bull market
Summary Is this a new bull market or still an old bear? This is likely a bear market rally, but...
by Ben Laidler
Macro Insights: Demographics is destiny
DESTINY: The saying goes that ‘demographics is destiny’ and this is an increasingly important and...
by Ben Laidler
Macro Insights: Consumers not feeling all the oil price fall
ENERGY: Brent oil prices have fallen under $100/bbl as the demand outlook darkens, and recession...
by Ben Laidler
Macro Insights: Poor sentiment still a contrarian support
DEPRESSED: Capitulated investor sentiment was a big driver of the 13% S&P 500 relief rally from...
by Ben Laidler
Macro Insights: More earnings relief, for now
FOUNDATION: Relief at ‘less-bad-than-feared’ second quarter earnings was a key driver of the...
by Ben Laidler
Macro Insights: The world’s biggest currency surprise
SURPRISE: The Russian ruble (RUB) is the best performing currency this year against the soaring US...
by Ben Laidler
Macro Insights: Getting ready for REITS
CATALYST: Real estate investment trusts (REITS) have not performed as well as hoped this year. The...