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We spoke about gold coming out-of-the-closet a couple of weeks ago, when it was still just below its all-time high. So, with the S&P 500 index closing…
On Wednesday, the CEOs of Facebook, Apple, Amazon and Google endured a five-hour grilling during a Congressional antitrust hearing.
The headlines that really grabbed our attention this week were those related to the seemingly inexorable rise in the price of gold.
MMT has become even more important for investors to understand given the significant shift in polls towards Biden and a Democratic clean sweep in the…
Yesterday TikTok, the well-known app used by people of a younger generation to the authors of this piece, went down in some parts of the world.
Investors have seen a very strong start to the month from risk assets following a very strong quarter. However, the narrative has not changed during…
Things were very quiet in markets this week as both global equities and US bond yields were flat. Furthermore, equity markets have also been flat on…
Not that one would notice from reading the gloomy press and watching negative analysts and commentators on CNBC, but markets are actually up this week…
This week’s update is a little longer than usual as there may be a need for more information after yesterday. Markets have been weak this week and in…
Normally, most of this weekly update is spent discussing the US and China and for good reason since those two economies are the ones driving all other…
There is almost a sense of outrage that global equity markets have bounced so hard and fast after the brutal sell-off from 17th February to 23rd March…
The usual themes continued to dominate the headlines this week: Coronavirus, Brexit, economic recovery, Europe’s ‘Hamilton moment’, US-China trade…

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