Opinion – Tuesday 8 May 2018

Last Friday we had a mixed US labour market report, but the decline in the Unemployment rate to 3.9% eventually lifted the US Dollar and shorter dated US Treasury yields. US-China trade talks ended with no progress and although the lack of resolution keeps the...

Opinion – Friday 4 May 2018

The market is continuing to look for that somewhat elusive inflation beacon and from a US standpoint, today’s Non-Farm Payrolls will be next to watch as we wait to see whether earnings growth can get a three handle. Adding a little more softness that ensued after the...

Opinion – Thursday 3 May 2018

As expected the Fed left the Funds Rate unchanged and the key take away is that in spite of the recent inflation uplift the Fed is happy to stay the course and does not yet see the need to accelerate the pace of rate hikes. Ahead of the Fed, market moves were...

Opinion – Wednesday 2 May 2018

Yesterday we saw some currencies break some key levels. The breaks below here have been a common feature of many of the big currency moves witnessed since mid-March. EUR/USD is the latest to push below its 200dma (just above 1.20) with the psychological 1.20 level now...

Opinion – Tuesday 1 May 2018

After a brief positive start US equities ended the day in negative territory, the US Dollar is stronger across the board and US Treasury yields are lower with the move led by the back end of the curve. Oil prices are higher after Israel accused Iran of having a secret...

Opinion – Monday 30 April 2018

The US Dollar firmly rejected a test of the important 92.0 level on the narrow DXY index and US 10 year Treasuries recoiled from the mid-week achievement of a move onto a 3% handle to close at 2.96%. US stocks failed to hold their Intel and Amazon earnings-related...