Count down to the US election | MarketTalk: W...

The RBA has fired the first hawkish shot, raising rates 25bp as inflation pressures rise — and oil is keeping markets on edge. WTI is above $95pb, Brent flirting with $100pb, amid tanker flows in the Strait of Hormuz and ongoing geopolitical uncertainty. But upside pressures pers ...  Show more

Oil starts the week near $100pb as tensions in the Middle East continue, with Iran’s key export hub attack and uncertainty around the Strait of Hormuz. Will this push inflation higher and force central banks to tighten further? This week, the Fed, ECB, BoE, SNB, BoJ, and RBA all ...  Show more

With the Republican party poised to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying for a lighter regulatory environment, supportive tax policy and a possible rebound in investor enthusiasm.

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With Mr Trump confirmed as the next US President and a Republican sweep priced in as a 94% probability, US equities, especially those likely to benefit from his policy changes, took off yesterday. The rally was echoed by the US dollar and Bitcoin. US Treasuries sold off on exp ...

Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race.

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Welcome to Thoughts on the Market. I'm ...

Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.

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Welcome to Thoughts on the Market. I'm Andrew Sheets, head of C ...