North Korea

The Week Ahead: Dollar Mixed Awaiting Fed Policy Meeting

The Week Ahead: Dollar Mixed Awaiting Fed Policy Meeting

The US dollar managed to end the week on a positive note despite North Korea’s missile launch, low retail sales, and flat US inflation data. In your week ahead we cover probabilities of a US rate hike, inflation in Japan, and tax reform.

Five Things the Markets are Talking About: Monday, September 11

Five Things the Markets are Talking About: Monday, September 11

North Korea has warned of retaliation if the UN Security Council approves harsher sanctions in a vote later today. Here are the 5 things you need to know to start your week.

Five Things the Markets are Talking About: Monday, August 14

Five Things the Markets are Talking About: Monday, August 14

Last week's geopolitical worries sent investors scampering for safe havens. Now, the dollar gains seem capped by the tensions on the Korean peninsula and doubts that the Fed will hike interest rates again this year.

How the Markets could React to a North Korea Strike

How the Markets could React to a North Korea Strike

With North Korea's missile comments this morning, we identify possible market reactions to follow through or retaliation, including scenarios under ‘flash’ and ‘short-term’ constraints.

Five Things the Markets are Talking About: Monday, July 31

Five Things the Markets are Talking About: Monday, July 31

The ‘mighty’ U.S dollar starts the week with a bearish price as White House’s tensions with North Korea and Russia have escalated over the weekend.

Five Things the Markets are Talking About: Monday, May 15

Five Things the Markets are Talking About: Monday, May 15

Global equities start the week better, shrugging off cyber attack threats, a missile test in North Korea, and weak US data.

Five Things the Markets are Talking About: Thursday, April 20

Five Things the Markets are Talking About: Thursday, April 20

A race too close to call – every French poll has shown the independent Macron and the National Front’s Le Pen taking the top two spots. However, a third contender now threatens to take the lead.

Five Things the Markets are Talking About: Monday April 17

Five Things the Markets are Talking About: Monday April 17

Stocks, the US Dollar and Treasury yields are under geopolitical and economic pressure.

Dr. Strangelove Redux

Dr. Strangelove Redux

To what extent the markets need to price in geopolitical risk more actively into their psyche will likely drive nearer term sentiment. It feels like a Dr Strangelove Redux as this game of chicken unfolds.