What is Banxico's next move?
Mexico is back in the spotlight for global macro investors, with an election in June, closely followed by the US election not long after. The country is poised to benefit from deglobalisation as the US seeks to untangle complicated supply chains and reduce reliance on China. Interest rates may have...
The real danger of 'Gammageddon'
“Volmageddon” entered the financial lexicon in February 2018, a word that blends destructive connotations of Armageddon with the explosive dynamics of market volatility. A fitting new word, if ever there was one, to describe a one-day event that had no forewarning and no trigger, yet in a few hours, destroyed...
Will the Year of the Dragon deliver for China?
Dragons are important in China, being the only mythical creature that has found a place in the Chinese zodiac. In Chinese folklore, the years of the Dragon (2024 and every preceding 12 years) are associated with good fortune and success. In contrast, the years of the Tiger (2022) and Rabbit...
Why radioactive management will be key in navigating the energy transition
Uranium has been the standout commodity of the past 12 months - nearly doubling in price to $100 per pound, with nuclear firmly back on the policy agenda as part of the green energy transition. The elemental surge has drawn the attention of many a punter who might otherwise be...
