While the Fed is likely to restart its rate raising cycle by the year’s end, gold is likely to increase over the coming year as the...
ETF Securities Weekly Flows Analysis – GBP short positions are back to pre-referendum announcement levels The futures market has highlighted an increasing probability of rate hike...
Trade Idea – Foreign Exchange – Aussie dollar to turn lower Sentiment towards the AUD has turned bearish as iron ore prices retreat to two month...
Trade Idea – Foreign Exchange – Navigating the September meetings Upcoming central bank meetings in the US and Japan both promise to deliver important policy developments....
ETF Securities Weekly Flows Analysis – Gold to rally if Fed doesn’t hike The longer the Fed postpones its second rate hike, the greater the support...
The chances of a La Niña weather pattern developing have fallen, removing a potential weight on agricultural prices. The US National Oceanic and Atmospheric Administration has...
Yesterday, Governor Kuroda presented his “comprehensive assessment” of the BoJ’s monetary easing, a highly anticipated review that resulted in a market sell-off of long-dated Japanese Government...
Asset Allocation Research – Defensive and safe haven assets: the winning combination Defensive stocks such as health care, infrastructure and consumer staples enhanced the portfolio risk/return...
The Fed has another excuse to hold off on a September rate hike. Fed on hold in September as US non-farm payrolls disappoint. Although Chair Yellen...
ETF Securities Weekly Flows Analysis – Gold dominates inflows as risk appetite wanes Gold’s safe haven status intact as inflows increase albeit moderately for the seventh...
