Tight supply boosts crude oil price
The second half of the year starts with a change of favourites
Earnings expectations pick up from Q4. That seems optimistic.
Equities the best investment in the first half-year despite various stumbling blocks
Equity markets are due for a reset
Positive S&P 500 annual performance only due to a few tech stocks
Who is right? Equity markets more optimistic than commodity markets
If unemployment rises, equities fall
Equities at this year's high, recently driven by defensive stocks
Increased recession worries, falling yields & steeper yield curves