Wuhan Virus   Still Early but so far, the virus seems under control apart from the area most deeply affected in China (city of Wuhan / province of Hubei). Information suppression (included redefining the definition of who is technically “infected”) and the uncertainty of those affected but forced to stay…

During the month of January, the top 3 performing sectors were: Interest Rates (2.27%), Metals (1.89%) and Indices (0.50%). Equity markets began the year hitting all time highs before selling off to almost unchanged. We saw increased volatility as growing threats with Iran and fears of coronavirus disrupted the market.…

Global Trade   Tariff News confirmed that a “Phase One” deal will be signed January 15th in the US. In short, the deal agreed for the US to halve 15% duties on $120 billion of imports while still maintaining a 25% levy on $250 billion of Chinese goods. Trump also…