At the end of May, Crispin Odey's International Fund was down -3.38% for 2019, following a mixed few months for the vocal hedge fund manager. For more up-to-date hedge fund... Read More

Paul Singer's Elliott Management continues to rake in profits from its short against Portugal Telecom, SGPS (ADR) (NYSE:PT). The largest telecom operator in Portugal has suffered a -60% decline in share... Read More

A sustained recovery in US 10-year bond yields to 2.5% could drive a rotation of $250 billion from developed market bond funds into developed market equities according to proprietary... Read More

Wednesday was a busy day for oil watchers. Following comments from the International Energy Agency on Tuesday, Goldman Sachs published a report this morning saying about it expects the oil... Read More

Investors have tended to underestimate the scale of future rate hikes from the Federal Reserve in the past, and it is highly likely that they are making the same... Read More

As the debt ceiling crisis sorts itself out, Thomas Friedman, writing for The New York Times, guarantees that whatever else happens during the next round of tax and entitlement... Read More

European cyclicals are expensive when compared to the wider European market, according to a recent research report from Morgan Stanley. However, Morgan Stanley analysts believe the valuation of European cyclicals... Read More

Gold fell again today after the Institute for Supply Management’s non-manufacturing index hit 58.6 when the consensus expected it to drop 55. Anything above 50 is a sign of... Read More

Will the Rising dollar hurt emerging economies? The US dollar has been the dominant currency this year as traders have bet on further rate hike rates from the Federal Reserve... Read More

Blackstone’s recent $17 billion acquisition of Thomson Reuters financial-terminal business, the cash cow that paid for the financial burden of a news division, points to a historic paradox. While... Read More