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Featured

China

11 March 2021

What's up with China's property market?

Evergrande, the real estate darling of China. At first glance, it appears like a straight-A student. However, it would take a prudent investor just five minutes of legwork to reveal that this company is, in fact, a troubled child.

David Belle

Featured

09 March 2021

Market Amnesia Still Not Cured

Back in January, I wrote the post below, outlining my views towards the 'amnesia' the market was experiencing, with irrational views about what the Fed would do next, and yes, that word 'inflation' was all important.

David Belle

Featured

Central Banks

21 November 2020

Central Banks: What Do They Do?

The Bank of England. The European Central Bank. The Federal Reserve. The Bank of Japan. You've probably heard of one of these if you have had the slightest bit of interest in financial news over the past ten

David Belle

Latest

Opening Belle

01 December 2021

🔔 FX Havens To High Betas: How well do you know your currencies?

Sure you can name the currencies, but how well do you know them really?

Tim Vollans

morningcall

01 December 2021

Morning Call: Turkey & The Death Of 'Transitory'

Today we talked Erdogan's unconventional approach to inflation in Turkey, and if the Fed/Powell retiring 'transitory' actually carries any signal at all...

Tim Vollans

30 November 2021

🔔 Why Does AUDJPY Rise & Fall With Stock Indices?

These two markets ARE correlated, and it's not because of fair value models or the Big Mac Index 👇

Tim Vollans

Premium

28 November 2021

Buying The Omicron Dip

Dip-buying opportunity or winter of discontent?

Tim Vollans

16 November 2021

What Japanese car exports tell us about the biggest problems right now?

In the examples above, we reckon that we can isolate the main factor to supply issues as really being about transportation, with some obvious caveats that there have been some manufacturing bottlenecks where manufacturing has shut down due to COVID restrictions.

David Belle

09 November 2021

SUPPLY CHAINS ARE FIXED. NO MORE INFLATION

Do you recall the Great Inflation Panic in the UK in 2011? What about the Great Deflation Panic of 2015? No? Me neither.

David Belle