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Winter is Coming Before Brexit

Does reading about Brexit make you feel like a guest of Ramsay Bolton? This week we try to give you a clear account of what is going on and what to look for in markets. It won’t bring peace to the Seven Kingdoms, but it may answer some of your questions about Brexit

Phone A Friend

Unexpected market moves have been around as long as Who wants to be a Millionaire? Whenever they occur, we get almost as many questions as a contestant on that show. As always we appreciate your input – unlike some contestants we won’t walk away from any questions. We sometimes change the exact text of the questions, but we try to capture their tone.

China’s Current Account Endgame

As trade talks grind on, much of the market talk about China has been about short-term measures such as rate cuts and fiscal stimulus. Beneath this, some more important economic changes are occurring: China has gone from being one of the largest current account surplus countries in the world to being close to deficit. Find out why this is happening in this week’s Wrap Up.

What They Say, Not What They Do

It’s not a good idea to stare at your P&L all day. It addictive and you see things which don’t make sense. This week’s Wrap-Up is about the puzzling stock market moves after the ECB meeting last week. It’s for anyone whose portfolio has ever had a bad reaction to a good news story.

Dollar Signs

Stocks are up, but the U.S. dollar is down against many other currencies. Does it feel like the dollar does all of the work but gets none of the credit? This week we look at the unbalanced relationship between U.S. equity markets and the dollar.

It's Not Me, It's EU

When domestic markets are up double digits on the quarter, it’s easy to forget that there are others out there. This week we look at why European equities are having a good quarter, but still lag their counterparts in the US on the year.

Election Effects

This week we look at why the market’s reaction to the election results didn’t go according to the consensus script.

Testing FAIT

Abe may not have invented flexible average inflation targeting, but Abenomics laid the groundwork for current monetary and fiscal policy around the world. In the wake of Abe’s resignation, we look at its lessons for investors and policymakers.

The Plot Thickens...

Markets don’t always make sense. This week, we try to fill in some of the plot holes using economic forecasts.

Australia Avoids the Breaking Point

Australia has broken some of the “laws” of economics by avoiding recession for thirty years. Now the economy faces some challenges. Find out what they are and what it may mean for the future.