Monthly Archives
Concerted policy normalization, whether appropriate or not, has led to bear flattening across USD, EUR and JPY term structures.
Continue readingChina’s regulators are in “risk management mode” to avoid having the economy overheat, says Bryan Goh, CIO at Bordier & Cie.
Continue readingBryan Goh says there’s no clear reason why Japanese stocks suddenly started falling after a turbocharged rally sent them to their highest in a quarter century (Source: Bloomberg).
Continue readingIn Europe, miscommunication by the ECB regarding treatment of NPLs also hit bank stocks.
Continue readingInvestors have been very cautious, not complacent — and that is one reason behind the extended bull rally, says Bryan Goh, CIO at Bordier & Cie.
Continue readingWe see a rate hike in December and three more in 2018 as the Fed keeps its word.
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