Q4 Economic Outlook

Q4 Economic Outlook

As we transition through the final quarter of the year, we consider the likely economic outlook over the medium term. The dollar, as measured by the dollar DXY index (measures the strength of the dollar relative to a basket of other currencies) is up 17.4% year to...
Is a U.S recession on the cards?

Is a U.S recession on the cards?

U.S recessionary fears continue to dominate markets with the result that the overriding sentiment, particularly within the foreign currency market, continues to be risk-off. Despite these recessionary fears investor sentiment increased slightly in August following a...
Inflation Dynamics and Recessionary Fears

Inflation Dynamics and Recessionary Fears

Inflation has been a key theme and area of discussion in the financial markets of late.  Rising inflation is a global phenomenon and not centric to the US alone, although investors are paying particularly close attention to inflation dynamics in the US. What causes...
A look at global financial conditions

A look at global financial conditions

Global Financial conditions play an important role in monetary policy decisions taken by Central Banks. Essentially financial conditions can be defined as how easily money and credit flow through the economy via financial markets by examining indicators. Most...
The Outlook for Q2 of 2022

The Outlook for Q2 of 2022

As we transition into the second quarter of the year, we look at the various factors at play that have an impact on the markets. The war between Russia and Ukraine is still a hot topic amongst investors. It continues to weigh on sentiment and poses a significant risk...