Every week we sit down as a team to look at a summary of the economic data releases from across the world over the past seven days. We try to decipher what, if anything at all, those little green and red numbers tell us about the nature of the global… Read the article

Have you changed your views in the last two weeks? Are you more or less confident in what you previously believed?

Price action is a powerful force; it can reinforce beliefs (confirmation bias) or leave you badly shaken. We know that short term price action can be little… Read the article

To use Nate Silver’s terminology (in his insightful book highlighted by our colleagues over at Bond Vigilantes recently), this week has seen plenty of ‘noise’ (subjective commentary) for very little ‘signal’ (objective data).

In the signal-lull between last week’s flurry of economic data releases (for example, on US… Read the article

Recent pro-democracy demonstrations in Hong Kong seem to have impacted investor sentiment across much of Asia. While there are other factors also responsible – such as some sluggish data on Chinese manufacturing activity – fears over escalating political unrest have contributed to rapid declines in several Asian stockmarkets.

Unsurprisingly, the… Read the article