Crude dollar shakedown

Takeways:  The impact of dollar and oil trends on divergent emerging markets caught our eye this week. A timely reminder to check and update plans for different geographies and sectors and realign strategies. As with so much these days, past performance is no guarantee of future growth. Although some things don’t change: Greece is the word … More Crude dollar shakedown

Ifs, buts & mibbes…

Ifs, buts & mibbes It’s a truism that markets hate uncertainty. Flat calm brings its own complications – certainly for those who need volatility for margin and volumes. However, it’s hard to imagine many welcoming this week’s uncertainty play. The Federal Reserve and Scotland top the bill and the Fed isn’t even the main event. … More Ifs, buts & mibbes…

New term, new challenges…

New term, new challenges. There’s a ‘back to school’ feeling this week with excitement and trepidation obvious in the markets. Activity is picking up after the summer break; however, the recent escalation in geopolitical tension and conflict demands a measure of caution. Meanwhile, we’re moving directly into the uncharted territory of an extraordinary countdown to … More New term, new challenges…