Opinion – Monday 25 March 2019

U.S. Equity Markets ended the week lower and Treasuries rose amid more signals that global growth is slowing. Despite a dovish turn by the Fed on Wednesday, the S&P 500 saw it’s biggest drop on Friday since January closing down by 1.90%. Financials and Materials...

Opinion – Friday 22 March 2019

European Leaders maneuvered to stop a chaotic no-deal Brexit happening next week, handing the U.K. an extra two weeks. The cliff-edge that investors were dreading has been postponed. But a new cliff-edge looms on April 12 when the U.K. will have to decide on the way...

Opinion – Thursday 21 March 2019

The US Dollar and Treasury Yields sank after the Federal Reserve abandoned projections for a resumption in Interest Rates hikes this year. It also signaled a swift end to its balance-sheet contraction. The Fed’s stance was more cautious than most analysts had...

Opinion – Wednesday 20 March 2019

The US stocks ended yesterday’s trading session mixed.  The Dow and S&P closed marginally lower after making new Year to Date highs while the NASDAQ closed 0.12% higher. The Dow fell 300 points from its 26109 high print before a late rally. After the bell Fed Ex...

Opinion – Tuesday 19 March 2019

The US stock Indices, end the session higher propelled by higher financials, energy and technology shares. Boeing (transportation) were lower with Boeing subtracting 40+ points from the Dow by itself. Nevertheless, the major Indices rebounded from negative levels...

Opinion – Friday 15 March 2019

A quiet past 24 hours, all things Sterling included even though we now have at least some idea of ‘’what happens next’’ on Brexit. Risk sentiment has been (very marginally) impaired from reports that a Trump-Xi meeting is looking unlikely before late April at the...