After a dark December, markets have become calm and optimistic about everything. Is this positive sentiment justified? We examine the three key topics: the Fed, Brexit, and China’s economy. Fed: Markets have discounted a rate hike this year and even…
The short answer – it’s a wash, but it’s also complicated. This question has become more critical as the U.S. economy has been expanding its oil production in a couple of years. Currently, the U.S. produces more than 11.5 million…
J. Powell, the Fed’s Chairman, faces a problem; perhaps the biggest challenge in his tenor so far. The financial markets – mainly equities in the U.S. – have signaled that they cannot and won’t stand another rate hike. Over the…
The most powerful central bank is set to raise rates but there is a lot of uncertainty. Uncertainty also dominates trade talks and Trump’s reactions, as well as Brexit, where everything is up in the air. You are welcome to…
The Bank of Israel (BOI) surprised the markets on November 26th by raising its cash rate for the first time in over seven years. The BOI raised rates by 0.15 percentage point – to 0.25%. This “lift-off” — although at this point it’s…
US stocks are falling from the highs and are officially in correction territory. But are the bears in full control? We analyze the reasons for the drop and argue about the next moves before providing an update on Brexit. What’s…