03 January 2018 at 9:07 GMT
The second trading day of 2018 finds markets in thrall to the still-weak dollar, with equities powering higher, WTI crude oil holding above $60/barrel and bonds moving in step with the equity market gains.
Trade view / 04 September 2017 at 6:03 GMT
It feels like we've seen the near-term highs in bund future prices and near-term lows in German Bund yields. We are looking for some relief in the Eurozone market that should see some risk-on, yields rising and equities doing well.
Read the Trade View
19 July 2017 at 9:04 GMT
The media in the developed world are obsessed with China's growth and often highlight it as unnatural and unsustainable. But that thinking is wrong because it is not based on historical facts about urbanisation in the US and Europe. By establishing the right baseline we show that China's construction spending is no mystery, but a natural development of rapid urbanisation.
Read the article