Angus Sippe30 January 2024
Extra hot or extra strong?
In the last couple of months of 2023, global economic data surprises had been falling into neutral (zero) territory suggesting expectations were no longer being exceeded.
Angus Sippe25 January 2024
December rounded out a strong 2023 for most financial markets with an additional rally into year end.
Angus Sippe20 December 2023
Everything Everywhere All at Once
The less sense it makes, the better.
Angus Sippe6 November 2023
On patience and persistence
"The two most powerful warriors are patience and time." – Leo Tolstoy
Angus Sippe23 October 2023
If an event or trend occurs at the same time each year, it is referred to as “seasonality”.
Angus Sippe31 July 2023
Beat the heat before the storm
Sultry heat and then ominous calm: the usual portents of a ferocious storm. In financial markets too, 2023 continues to heat up.
Angus Sippe30 June 2023
Busy bee central bankers
The busy bees of the second quarter were undoubtedly the world’s central banks, who were simultaneously raising interest rates and warning about future increases.
Angus Sippe17 May 2023
Sleep soundly, but avoid the hangover
Like wine, term deposits help you to sleep deeply, but they can cause longer-term headaches for investment portfolios. Short-dated investment-grade corporate bonds can be a useful remedy.
Angus Sippe14 March 2023
Riding the bear
Five strategies to stay in the saddle during a bear market.