Opinion – Tuesday 4 December 2018

The market has held on to early gains from the US-China trade armistice. All major equity markets have started the new week with positive returns, risk sensitive currencies are higher and gains in commodities have been led by higher oil prices. However, initial gains...

Opinion – Monday 3 December 2018

After a good Argentinian steak and a glass of Malbec, a trade truce has been reached between Presidents Trump and Xi at the G20 meeting over the weekend (no increased in tariffs for 90 days), setting up the stage for a risk positive start to the new week. The Euro has...

Opinion – Friday 30 November 2018

Markets have been choppy amid varying views on the prospect of any sort of trade deal this weekend between Trump and Xi at the G20. Oil has been especially volatile, initially taking more heat before it was reported that Russia might join OPEC in limiting supply. The...

Opinion – Thursday 29 November 2018

A dovish interpretation to Fed Chair Powell’s remarks late yesterday afternoon has boosted US equities and dragged the US Dollar lower alongside a steepening of the US Treasury yield curve led by a rally in front end yields. NZD and AUD have benefitted the most within...

Opinion Wednesday 28 November 2018

The market mood has turned cautious once again amid a flurry of trade headlines pointing to the prospect of a new round of trade tariffs ahead. European Equity Indices closed mildly in the red while US equities had a late rally to close in positive territory. The USD...

Opinion – Tuesday 27 November 2018

Both European and US Equity Markets have begun the new week in a positive mood with main European and US equity Indices showing gains above 1%, a rebound in oil prices has been one factor for the good vibes while positive Italian budget sound bites have also helped....