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Alessandro Bergonzi
3 Ways to Play the 'Trump Trade' By Alessandro Bergonzi - Jul 17, 2024

After the failed assassination attempt last week, Trump's chances of getting elected are on the rise. This is evident in the financial markets, as the probability of a victory starts getting priced...

Chris Becker
16.07.24 Macro Morning By Chris Becker - Jul 16, 2024

Overnight saw the complete market reaction to the weekend near miss events with European markets pulling back while US stocks lifted slightly as bonds sold off on the long end of the curve. The...

David Llewellyn-Smith
Australian dollar to boom and bust By David Llewellyn-Smith - Jul 16, 2024

DXY held on last night but is under pressure: AUD pulled back: With North Asia: Commods were hosed: Miners too: EM flamed out: But junk is offering risk marginal support: Amid the bull...

David Bassanese
Great rotation? By David Bassanese - Jul 15, 2024

Global markets Global equities continued to grind higher last week, helped by a softer than expected US CPI report and dovish comments from Fed chair Jerome Powell. The Goldilocks soft landing...

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