International Communique No.239 – MARKETS STEADYING?
MARKETS STEADYING? The data are pointing to a massive hit to economies following the shuttering of many businesses. Corporate earnings [...]
International Communique No.238 – MARKETS BLOWING HOT AND COLD
MARKETS BLOWING HOT AND COLD Financial markets are facing an unprecedented crisis and who knows how it will turn out. [...]
International Communique No.237 – MARKETS STRESSED
MARKETS STRESSED Financial markets are facing unprecedented disruption and who knows how long it is going to last. The crux [...]
International Communique No.236 – THE FED GIVES ALL IT HAS
THE FED GIVES ALL IT HAS The Covid-19 pandemic and its increasing impact on the global economy, as more and [...]
International Communique No.235 – IS OIL THE LATEST BLACK SWAN?
IS OIL THE LATEST BLACK SWAN? Coronavirus has become the bane of investors’ existence in recent weeks. Another thing that [...]
International Communique No.234 – VOLATILITY HITS FEVER PITCH
VOLATILITY HITS FEVER PITCH Equity markets are all in a panic. The VIX tracking the S&P 500 (known as the [...]
International Communique No.233 – SPREAD OF CORONAVIRUS OUTSIDE CHINA STOKES FEARS
SPREAD OF CORONAVIRUS OUTSIDE CHINA STOKES FEARS The mood was most definitely ‘risk off’ as markets ended the week. Shares [...]
International Communique No.232 – PBOC FUNNELS MORE LIQUIDITY INTO THE FINANCIAL SYSTEM
PBOC FUNNELS MORE LIQUIDITY INTO THE FINANCIAL SYSTEM Output from the Chinese economy was only 40-50% of its usual capacity [...]
International Communique No.231 – A WEEK SPENT RECOVERING
A WEEK SPENT RECOVERING Markets mainly moved last week in response to news about the spreading coronavirus and the fallout [...]