Latest articles by Andrew Van Sickle
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There’s no need to flee emerging markets
Features Investors are worried that Argentina and Turkey could be the first two dominoes to fall in a wider emerging-markets crisis.
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Iran sanctions won’t change the oil game
Features Donald Trump’s decision to reinstate sanctions on Iran, the world’s fifth-biggest oil producer, has given oil prices another boost, but oil bulls shouldn’t get too confident.
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Populists take power in Italy – what does that mean for the markets?
Features The election of two populist parties, the Northern League and the 5-Star Movement, could shake things up in Italy and beyond.
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Australia's record run of economic growth may finally be coming to an end
Features Late last year Australia officially notched up the longest stretch of economic growth in modern history. But it may finally have reached the end of the road.
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Expect more US interest-rate rises
Features The odds of the US Federal Reserve having to raise US interest rates quickly are rising.
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Turkey’s economic goose may be cooked
Features Turkish stocks have lost 20% this year and the Turkish lira has slipped by more than 10% against the US dollar.
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Investors rush for the exits in Argentina
Features Last summer, investors were happy to snap up Argentina's 100-year government bond despite continual political turbulence and a lousy credit history. Now, they can’t find the exit door fast enough.
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Bond yields give mixed messages
Features The gap between the yield on US ten-year Treasury bonds and the yield on two-year bonds is a mere 0.5 – the narrowest it's been since 2007. What should we make of this?
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Big tech stocks bounce back from crisis
Features After a week of unexpectedly strong earnings reports, the FANG tech stocks (Facebook, Amazon, Netflix and Google) have bounced back.
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Oil-price surge threatens global growth
Features Increasingly robust global growth is driving demand for oil and pushing up the price. But the global economy may not be able to cope with oil at $100.
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Greek economy staggers to its feet
Features The Greek economy is slowly picking itself up off the floor after the debt crisis that began in 2009 wiped a quarter off the country’s national income.
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Europe takes a breather as economic growth slows
Features The eurozone’s strong economic recovery was one of the unexpected good news stories of 2017. But the pace of growth has slowed.
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American consumers are tapped out
Features US households are notorious for going shopping with money they didn’t have. Now, however, they're not using it to buy things they want, but things they need.
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Russian stocks are cheap for a reason
Features Russia may be cheap – but that certainly doesn’t make it good value. If its stand-off with the West goes on, Russia could become a total pariah state in investment terms.
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Hong Kong dollar will stay stuck to the greenback
Features The Hong Kong Monetary Authority has had to intervene to prop up the HK dollar – the first time since 2015. But the peg to the US dollar will remain.
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Trade fears recede as US profits jump
Features Investors have become a bit more upbeat on the trade outlook, and are looking forward to a “monster” US earnings season.
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Global growth goes gangbusters
News Investors unnerved by all the talk of a trade war have been able to console themselves with the thought that global growth has soared.
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Macron’s medicine for France
News French president Emmanuel Macron gears up to take on the rail unions.
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China retaliates in growing trade war
News The tit-for-tat trade skirmish between America and China intensified this week with Beijing announcing its own set of tariffs.
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The bull market is about to turn tail
News The first few months of this year have been a disappointment for markets, says Andrew Van Sickle. Investors can expect more of the same.
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The stockmarket bull is running on a slippery slope
Features The old stockmarket adage of ‘sell in May and go away’ may be a warning that arrives too late this year.
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The Canadian dollar's "loonie swoon" is not over yet
Features The Canadian dollar, AKA the loonie, has spent most of the past two years recovering from long-term lows against the US dollar. But now it has hit the skids again.
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Where to shelter from a trade war
Features If we end up in a full-blown trade war, investors should head for ‘closed’, or self-sufficient, economies.
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Putin won’t change Russia
Features Russia's economy is stagnating, but Vladimir Putin – in power for 18 years and set for six more – shows scant interest in doing anything about it.
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