To varying degrees, equity markets have embraced the 'reflation trade' in the run-up to, and more obviously subsequent to, Donald Trump's election as US President.
The fact the reaction of financial markets to that unexpected and supposedly unwelcome event has been so positive, underlines the dangers of macro/political investing. Disconcertingly, bond markets...
The US dollar is close to peaking and the risks now seem to be on the downside.
Latest news and analysis
Fallout from Haywood suspension
Songs from writers Johntá Austin, Sean Garrett and Rico Love
Strategic public equity