Opinion – Tuesday 31 July 2018

The Interest Rate markets have come under pressure over the past 24 hours with speculation over the Bank of Japan policy decision today pushing core global yields higher. The US Dollar is weaker across the board, the AUD has been a bystander and SEK the outperformer....

Opinion – Monday 30 July 2018

US Q2 GDP print was the big data event on Friday and the numbers came in just below expectations at 4.1% (4.2% exp.) with Q1 figures revised upwards. Consumers and exports led the gains during the Quarter, but with soybeans leading the rise in exports (+9.3%) and tax...

Opinion – Friday 27 July 2018

It has been an eventful past 24 hours with a few macro themes at play. The USD is stronger across the board largely aided by a softer Euro courtesy of a dovish ECB and softer CNH amid heightened US-China trade tensions. European equities had a good day following the...

Opinion – Thursday 26 July 2018

US equities have closed higher, getting a late push into the close after a post-meeting press conference with President Trump and the EU’s Juncker, the bonhomie between the two also evident earlier as the talks began with flattering comments from each. The USD has...

Opinion – Wednesday 25 July 2018

Global equities recorded gains yesterday boosted by a positive lead from Asia with the Shanghai Composite leading the way following the announcement of additional stimulatory measures from China late on Monday. US earnings results also boosted US equities, although...

Opinion – Tuesday 24 July 2018

Bond markets have grabbed the primary attention of markets, centred on Japan for once, while in currency markets, the USD has made up some net ground, if assisted by weakness in the AUD and NZD stemming from weakness in the Chinese yuan. Bond markets in recent times...