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Author: Areeb

US-China Trade Tensions

Roger Hirst and Yanmei Xie examines US‑China relations and why the US election is unlikely…

Has UK Inflation Been Quashed?

UK inflation likely to edge higher but energy cap limits upside risks

Spend and Borrow, Rinse and Repeat

US fiscal dominance is set to persist whoever wins, keeping deficits high and supporting risk…

A Tumbling Yen

Yen Weakness Triggers FX Doom Loop Risks and Raises Intervention Prospects

Trend-following as a compelling portfolio allocation

Trend‑following funds like DUNN and Winton offer systematic, diversifying returns when stocks and bonds move…

Do Interest Rates Still Influence The Gold Price

Gold breaks correlation with real yields as geopolitics and central bank buying drive demand

Gold Defies The Naysayers

Gold matches equities but outperforms bonds amid fiat debasement and scarcity-driven demand

Cyclical Stocks Should Be Performing Better

Equal-weight underperformance highlights Magnificent Seven dominance, with cyclical catch-up potential ahead