RELIEF: Our soft commodity ‘Breakfast Index’ is 12% off April highs, giving some relief to food inflation and hard-pressed emerging market (EEM) consumers. Demand concern is...

There is no one way to invest. In fact, for many years, investors have been debating different approaches to investing, most notably the active and passive approaches.  The...

TERRIBLE Q2: The second quarter and first half ends today. It was terrible for investors, with few places to hide, and markets plunging into a bear market. Driven by a one-two...

FRAGMENTATION: The ECB is ready to hike interest rates but faces much greater risks than the Fed. One of the biggest is ‘fragmentation’. By raising interest rates to combat 8.1%...

WAGES: UK faces a ‘summer of discontent’ as labour strikes build after nationwide rail strikes. This is worsened by wage growth lagging well behind 9% inflation. The UK may be the...

Supply chains generally aren’t something most people think about a lot. In the past, these complex global networks — which consist of shipping companies, trucking businesses,...

What Happened This Week (20th - 24th June) A week like this one is exactly what we all needed. A breather! With not too much on the calendar for the week and a bank holiday in...

FEAR: Recession fears are spiking, with 8.6% inflation, Fed focused on bringing it down ‘come what may’, and latest PMI activity indicators falling sharply. But a recession is not...

Today, investing wisely is more important than ever. But how do you know where to start? A guide to smart investing for beginners In times of economic uncertainty, it’s...

GOLD-OIL RATIO: Gold has disappointed this year, even as its traditional inflation and risk aversion catalysts have surged. Whilst oil prices have soared. The gold-oil relative...