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December 2020 – Reasons to be Cheerful

One of my childhood heroes, Ian Drury (who overcame being born with Polio to do what he wanted and always believed in himself), sang...

Stocks, Consumption and Payrolls during Pandemic year

In the US, Holiday sales, as gauged by retail sales, are poised for big 5%-6% 2020 gains that will outpace both last year’s increase...

A November to remember

It's been a November to remember, or maybe to forget, and it's not even half over. Looking ahead, there is a lot to be...

Big Bounce for Aussie and Equities on Election Day

The correction in the Dollar and Yen intensified as market participants made a quick retreat from risk-off positioning. The risk-sensitive AUDUSD and AUDJPY have...

Ahead of Retail Sales

Stocks are selling off, amid a serious bout of risk aversion in wider markets. Disappointing earnings reports so far saw Wall Street closing lower...

An overall positive Equity market but lots of caution ahead

Negotiations in Washington over the size and composition of another stimulus package will remain a focus this week. It has been on-again, off-again between the...

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