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Not All Internet Content Created Equal

A decision with huge global implications transpired in mid-January, when the US Court of Appeals struck down a Federal Communications Commission (FCC) order from 2010 that forced Internet service...

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Equities Stabilising?

Equities are not out of the woods yet, but we are watching for signs of a potential end to the current correction. For the US Dow Jones, there is major support at 15,000, at which stage we believe...

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US Treasury Yields To Rise Again

Since failing to break 3.00% in early January, the US 10-year Treasury yield has fallen back to 2.70%. Although we maintain our view that underlying US macroeconomic strength will drive yields higher...

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Three Key Geopolitical Developments

The past few days have seen three key geopolitical developments. Iran and the 'Great Powers': Iran and the so-called P5+1 powers clinched a landmark interim deal on the Islamic Republic's nuclear...

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US Congressional Deal: Key Implications

After 16 days of government shutdown, US political leaders have reached a deal to end the fiscal and debt stalemate in Washington. The deal will fund the government through to January 15, 2014, and...

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US Government Shutdown: Key Implications

The inability of the US House of Representatives and Senate to pass government funding measures for fiscal year 2014, which began October 1, has resulted in the shutdown of the federal government,...

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