Coronavirus will hit Apple revenues this year. The company’s share price fell in response to Tuesday’s warning before recovering yesterday. The bigger issue for many companies in 2020, including Apple,…
Jay Powell is worried about the rising Federal budget deficit. However, dire projections for the deficit have not impacted the bond market. The indexed-linked 30-year Treasury yield dropped to 0.26%…
The tepid, wholly inadequate response of the New South Wales government to the escalating climate crisis illustrates the biggest challenge facing the global economy. It is not coronavirus. The UK…
Business executives attending the World Economic Forum in Davos have been urged by Founder and Executive Chairman Klaus Schwab to commit to net zero carbon emissions by ‘2050 or earlier’….
Speculation over a rate cut in the UK seems curious. Anecdotal evidence points to a resurgence in property transactions since the General Election. The hard data suggests many homeowners have…
It is perhaps too early to claim 2020 will be a repeat of last year. But the first ten days or so suggest very little has changed in the US….
The Treasury market’s response to last week’s assassination of Qasem Soleimani in Iraq was telling. Yields fell sharply even as oil prices jumped to a seven month high. Bond investors…