Thank you to all who joined us at the Frankfurt seminar!

A video of the event will be available for purchase shortly, and all attendees will receive the video complimentary.

This morning in Asia markets were still playing off of the US ADP data and enjoying that its continues to support the recent bull run. Confidence was obvious in markets when the JPY traded back to 111.70 (losing its safe-haven bid) but then NFP’s were released. We’ll comment on this in the US session update […]

Another mixed session for core Asia but we did see a slight pick-up for China following better than expected PMI report. The consensus was looking for a 51 and the actual release came in at 51.2%. Shanghai closed slightly better at +0.3% and proved to be the best performing core market. A good start after […]

The solid close to US trading on Friday fortunately had more influence than the concerns surrounding the weekend missile test completed by North Korea. The safety bid appeared to be lost in early trade as we watched the JPY lose ground first thing trading 111.60. Despite the marginal performance of the yen the Nikkei joined […]

The manner in which the press acts and Congress, shows they are colluding to the point that they are desperately trying to get rid of Trump at all costs. However, what they are doing in the process is completing the forecast made by our model that this is the collapse in the confidence of government. […]

  People are waking-up to the fact that they can substitute the expensive Asset Manager fees by doing it themselves. There are many ways but here we distinguish between Mutual Funds (MT) and ETF’s (Exchange Traded Funds). When buying into a MF it is via a company such as Blackrock, Vanguard, State Street etc. and […]

While money managers and investor around the world discuss, if this is a game changer or not, one thing is for sure – its a reason to spike volatility! The VIX has gapped 20% (12.70) in early trade as the DOW declined over 250 points and by the close was up 39% at 14.75 (did touch 15% but was […]

It was only Japan that halted the chances of a positive clean sweep in Asia today for core markets, after the Nikkei closed -0.07%. The index, however, did manage to recover from opening losses after it feared markets may suffer following the weekends global cyber-attack and the additional missile test. A similar picture was seen […]

  I have warned that whenever a government creates a solution to any crisis, that solution becomes the next crisis. This is what I have called the Paradox of Solution.The unfolding of the exit of the central banks from the Quantitative Easing monetary policy will become a much more serious threat to the financial markets than […]

QUESTION: Martin; it seems the Emerging Markets are back in favor just as interest rates are on the rise and their dollar borrowings have exploded. Is this the final bubble that is unfolding? When the WSJ writes about a trend it is usually the end. They are noting that significant flows of funds are now […]