The End Game has arrived
Shocks from covid and the war in Ukraine have forced the global financial and political world to change, but what will the end game be?
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FX Deep Dive - Market Complacent as Fed eases
John Hardy
Head of FX Strategy
Head of FX Strategy
Summary: In this long-form update, we look at how the market has lurched into full complacency on the unprecedented prospect of a Fed rate cut and QE arriving even as the US equity market is trading at all time highs. There are some questions yet to be answered in the months head if the current narrative is to hold - certainly volatility looks very suppressed.
Quarterly Outlook Q2 2022: The End Game has arrived
Energy crisis could turn energy stocks into secular winner
With long-term expected returns for the global energy sector close to 10%, we look at 40 stocks that could be set to cash in.The great EUR recovery and the difficulty of trading it
If the terrible fog of war hopefully lifts soon, the conditions are promising for the euro to reprice significantly higher.Tight commodity markets – turbocharged by war and sanctions
With supply already tight, commodities keep powering on. But will it last for yet another quarter?Between a rock and a hard place
Geopolitical concerns will add upward price pressures and fears of slower growth, while volatility will remain elevated.The Great Erosion
Inflation is everywhere and central banks try to combat it. But will they get it under control in time?Australian investing: Six considerations amid triple Rs: rising rates, record inflation and likely recession
While global financial markets are struggling in an uncertain world, the commodity-heavy Australian ASX index is poised to keep a positive momentum.Cybersecurity – the rush to catch up with reality
With the invasion of Ukraine, governments and private companies are rushing to reinforce their cyber defenses.
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