Commodities to Benefit From Weakness in U.S. Equities

November 08, 2018 / Mike Macdonald

As U.S. equities approach psychological resistance at 3000, portfolio managers will be looking to reduce exposure, which may prove beneficial for commodities.

China Banking Rescues: Lessons from 1997-2005

November 08, 2018 / Mike Gallagher, Jeff Ng

The level and pace of increase in Chinese banks’ debt-to-GDP ratios are causing rising concerns about over-indebtedness leading to a 2007-08 style crisis for China’s banking and financial system in the coming years. China is fortunate, however, that the debt is between domestic creditors and debtors in yuan, with a large portion of major debtors state-owned and the financial system heavily influenced by the Chinese authorities.

Gold Price Rally Needs a USD Peak

November 01, 2018 / Mike Gallagher
Global central banks gold-buying interest increased in Q3 2018 with India, Poland and Hungary joining the usual suspects Russia, Turkey and Kazakhstan, according to the World Gold Council.

NYMEX October Crude Oil Update: Early Signs of Stabilization

November 12, 2018 / Mike Macdonald

CLZ8 is showing early signs of stabilization as oversold daily momentum studies unwind and the negative Tension Indicator flattens.

Preview: U.S. October NFIB Small Business Optimism (Due November 13)

November 12, 2018 / David Sloan

While consumer confidence continued to rise in October, we do not expect much change in the NFIB small business optimism index.

Argentina Flows: BCRA Aims to Discourage Carry TradeĀ 

November 12, 2018 / Priscila Robledo

A negative global backdrop saw ARS opening the day losing 0.40% to 35.55.

Aon's 2018 Global Terrorism and Politcal Risk Maps