Most dangerous market of all time?

Most dangerous market of all time?

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Forecasts for 2026. Also: a stab at assembling a 2026 portfolio.

Today, we take a humble stab at forecasting the coming year, from the economy and global equity markets to outcomes for rates and FX, as well as touching on key policy and geopolitical topics with uncertain outcomes that could make a mockery of any forecast. We even assemble a sa ...  Show more

Why Tesla might rip higher again. Also, JPY at the precipice again.

Today, we look at equity markets trying to ramp up for a strong close to a strong year. On Tesla's recent share price ramp, we have finally gotten the memo, as there is clearly a SpaceX angle for the company's stock of late that could send it higher still depending on market cond ...  Show more

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Week Ahead: Fed minutes and RBNZ decision coming up
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