Market Overview

Last year – around April – I wrote to you about the mounting fragility in the commercial real estate sector. And specifically how exposed the smaller-medium banks were.High vacancy rates,...

Keynes once said that markets can stay irrational longer than you can stay solvent.I love this quote because it speaks about the power of narratives, and my humble adaption of that would...

Will ECB policymakers leave the door open to a March rate cut? UK data eyed amid division at the BoE Eurozone GDP may leave bloc on the brink of recessionThe eurozone appears to have avoided a...

Mike Green is a portfolio manager and chief strategist at Simplify Asset Management, as well as author of the “Yes, I give a fig” newsletter on Substack. In this wide-ranging discussion,...

The bubble in ‘no holds barred’ monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decadeGold, meanwhile, will not be ready until the...

The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations...

Safe-Haven Demand Keeps the Gold Price HighThe gold (XAU) price remained near 2,030 on Thursday, largely unchanged from yesterday. Overall, the strong US dollar and higher Treasury yields still...

The strong demand for the US 30-year bond auction, which followed two other strong 3-year and 10-year auctions this week triggered no appetite across the US bonds space yesterday, most probably...

It’s hardly the first time that the sharp rise in interest rates over the previous two years has prompted warnings about the business cycle outlook from an economist.Yet the forecast still...

Dollar extends retreat as traders await next catalystYen slides as BoJ signals no rush to raise interest ratesChinese markets supported by more stabilizing effortsWall Street rallies, gold holds...

Gold Moves Sideways Ahead of the US ReportThe gold (XAU) price consolidated above 2,030 and was essentially unchanged on Wednesday as US Federal Reserve (Fed) officials dismissed early rate cuts....

I must say that writing these days is a real challenge, and yesterday was one of those days, mostly because it was just more of the same with the troubling three continuing to lead the charge.There is...

It is interesting to me that, with as important and liquid as the inflation-linked bond market is, the tactical allocation between TIPS and nominal bonds is at best an afterthought for most...