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Insight - Making Sense of the Narrative


As previously noted, my previous role was at a large, French, company and to say the least I was not encouraged to say anything good about Brexit...

Having held up remarkably well during the first full month of the Corona Virus pan(dem)ic, equity and high yield bond markets took a tumble this week as a combination of technical buying of US Treasuries

We said that we needed two things to be happening before engaging with markets over the Corona Virus panic.

FX traders are the ultimate noise traders, using vast leverage and chasing percentage moves that barely touch the real world.

On the 4th September last year, the Baltic Dry Index that measures the cost of shipping – and by extension is a good proxy for the demand supply imbalance in global trade – stood at 2518...