POLITICS RETURNS: US political gridlock eased enough ahead of the midterm elections to set up the optimistically renamed ‘Inflation Reduction Act’ for passage. It raises personal...

BURGERNOMICS: The Big Mac index is a useful shorthand for currency valuation, with a good track record. Latest numbers (see chart) show only four big currencies pricier than the...

DESTINY: The saying goes that ‘demographics is destiny’ and this is an increasingly important and predictable driver for investors. Latest global population forecasts show...

ENERGY: Brent oil prices have fallen under $100/bbl as the demand outlook darkens, and recession fears rise. More supply has come from US reserve sales, whilst yesterday'...

DEPRESSED: Capitulated investor sentiment was a big driver of the 13% S&P 500 relief rally from the June lows, as a little less-bad news went a long way. And this support...

FOUNDATION: Relief at ‘less-bad-than-feared’ second quarter earnings was a key driver of the dramatic July market rebound. With valuations slumped, earnings have been the main...

When markets are volatile, investors need to stay calm and proceed with caution. Here’s a guide to investing smarter during uncertain times. In times of economic uncertainty,...

SURPRISE: The Russian ruble (RUB) is the best performing currency this year against the soaring US dollar, up by 30%. This is near a seven-year high and more than double its...

CATALYST: Real estate investment trusts (REITS) have not performed as well as hoped this year. The negative impact of the Fed’s dramatic interest rate pivot on the S&P 500’s...

IMPACT: US midterm elections are in four months. Polls show Republicans win back the House of Representatives and maybe Senate control in a Congressional clean sweep. They benefit...