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  • Q4 – A temporary delay - Updated Mon September 30, 2013

    Overview – The Fed’s surprise ‘no taper’ decision continues to dominate the market’s focus. While this should be supportive of risk appetite near-term, we see it as a temporary delay to the normalisation process and leave our UST forecasts unchanged...

  • 27-Jun – Gold prices tumble as investors liquidate - Updated Wed June 26, 2013

    Top 3 data/events • Japan – Economic data to show an uneven pace of recovery • South Korea – Industrial production likely posted a mild gain in May • US – Personal spending may fine-tune Q2 GDP expectations • Market focus • Investor selling o...



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