The massive stock market rally: do not throw caution to the wind
Sentiment has turned very bullish, leaving equities exposed if earnings or geopolitics disappoint, says Ryk de Klerk.
#CBOEVolatilityIndex
My mid-year outlook: US economy is the catalyst for volatility
As markets sputter between euphoria and panic, Ryk de Klerk argues that the true driver of volatility is the underlying health of the US economy.
Tariffs & markets | Why I’m increasing my risk budget
Market movements since Donald Trump’s inauguration are drawing comparisons with the 2018/19 trade war. With a 10% loss already, another 10% dip could be on the horizon if the economic fallout worsens.
