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Take Two: Global stocks volatile on growth fears; Eurozone GDP revised down
What do you need to know?Global stocks endured a fresh bout of volatility last week, driven by concerns over weak US economic data and investors cooling towards...
Calls for caution
For most of the last quarter century, real short-term US interest rates have been low or negative, except when monetary policy was being tightened. Today, marke...
Well balanced and smooth
The prevailing narrative remains one of impending global interest rate cuts and the avoidance of recession. In terms of portfolio management, I have not seen mu...
Take Two: Fed signals potential rate cut in September; gold price hits record high
What do you need to know?The Federal Reserve is “likely” to cut interest rates in September, its latest meeting minutes showed. The “vast majority”...
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