Viewing posts categorised under: Market Insights

The Outlook For The U.S. Dollar In 2018

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Market Commentary, Market Insights

In this article, we assess the outlook for the US dollar (NYSEARCA:UUP) over the medium term, particularly in light of the currency's relative under performance in 2017. Despite a further 75 basis point (bps) increase in the Federal Reserve's targeted rate band, the US dollar (USD) lost ground against most major currencies, as well as a handful of emerging market currencies.
https://seekingalpha.com/article/4136657-outlook-u-s-dollar-2018

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The South African Policy Disconnect – Is It Accelerating The Country’s Drift To Populism?

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Market Commentary, Market Insights

South African financial assets have recently enjoyed strong gains on the back of the election of the perceived market reformist Cyril Ramaphosa as the new president of the country’s ruling political party, the African National Congress (ANC), in December. The country’s currency, the rand, in particular appreciated strongly in December, gaining more than 10% against the US dollar for calendar 2017. Since making a cyclical bottom in January 2016, the iShares MSCI South Africa ETF (NYSEARCA:EZA) has nearly doubled.
https://seekingalpha.com/article/4134348-south-african-policy-disconnect-accelerating-countrys-drift-populism

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Myths And Narratives Of The U.S. Oil And Gas Industry

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Market Insights

In this article, we will take a closer look at the United States (U.S.) Exploration and Production (E&P) sector (NYSEARCA:XOP), and in particular address some of the narratives or perhaps “myths” that continue to depress valuations in the sector or at least with respect to the smaller or mid-tier producers.
https://seekingalpha.com/article/4152752-myths-narratives-u-s-oil-gas-industry

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Global Trade Wars And Western Populism And The Case For Gold

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Market Commentary, Market Insights

Two key events that have taken place over the past week could fundamentally reshape the appetite for global risk going forward, the first being the renewed risk of a global trade war, and the second, the outcome of the recently held Italian elections.
https://seekingalpha.com/article/4153686-global-trade-wars-western-populism-case-gold

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The U.S. Dollar And Crude Oil – Has The Time Come For A Regime Change?

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Market Commentary, Market Insights

Blurb-In this article we discuss the relationship between the US Dollar (NYSEARCA:UUP) and crude oil (NYSEARCA:USO), arguably the most important currency and commodity in the global economy today. http://www.seekingalpha.com/article/4121543

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An Analysis Of Recent EIA Shale Basin Productivity Data

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Market Insights

In this article, we take a more detailed look at the most recent EIA productivity report released for October 2017 and assess what, if anything, the data means for US oil production and energy prices (NYSE:USO) as well as companies in the energy sector (NYSE:XLE) moving forward. Click here to read more

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The Outlook For Oil – Seeking Alpha Article

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Market Insights

We recently put together an article for Seeking Alpha labelled "The Outlook For Oil: Are Concerns Regarding U.S. Production Growth Overblown?" Click here to read the full article.

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The Rise Of Electric Vehicles And Autonomous Driving Technology – A Contrarian Perspective

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Market Insights

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Does rising US labour cost inflation pose an upside risk to the inflation outlook?

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Market Insights

One of the conundrums of the current economic expansion in the United States has been the tepid wage growth evident in the recovery thus far. Although wage growth has picked up somewhat over the past year, it remains in a band between 2.5% and 3% and below the levels of wage growth seen prior to the last recession in 2007. This conundrum is all the more perplexing, given that the official unemployment rate has continued to decline to a new cycle low of 4.4%.  

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Protected: Evolving dynamics in the US energy industry and potential investment implications

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Market Commentary, Market Insights

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