Kathleen Brooks of Capital Index notes concentration of leadership suggests the US rally is late-cycle, but is that the case?
The US housing market is still growing a-pace but that pace has begun to ease and rising costs are pointing to elevated risks in the medium term.
AXA’s Mark Tinker suggests investors need to embrace and exploit a new world order in which the US is not the only centre of the economic universe.
Kathleen Brooks of City Index notes that while the Vix remains low in the US, the CBOE Skew Index suggests elevated buying of out-of-the-money protection.
Kathleen Brooks of City Index suggests US stock market volatility may be low but not so for the greenback, pound and emerging market currencies.
Kathleen Brooks of City Index suggests bullish triggers for the US dollar may not be so bullish after all, but technicals still support a USD rally.
Kathleen Brooks of City Index outlines reasons why the greenback should recover.
Kathleen Brooks of City Index believes Yellen may be the only central banker to talk up their currency at the symposium.
Kathleen Brooks of City Index previews what to expect from the Jackson Hole central bankers’ symposium next week, specifically the Fed, ECB, BoE and RBA.
Kathleen Brooks of City Index discusses the potential for the US dollar to cease its down-trend.