Opinion – Friday 20 April 2018

There has been a further step up in Treasury yields since I posted early yesterday morning following on the heels of the previous session’s jump in oil and base metals prices, however those prices having taken a breath and steadied over the past 24 hours. 10...

Opinion Thursday 19 April 2018

Yesterday’s trading was marked by a very solid session for commodity prices. Oil prices pushed higher, to levels not seen since it was on the way back down in 2014 from the surge then in US tight oil supplies. WTI and Brent oil are both up over 3% and up...

Opinion – Wednesday 18 April 2018

US equities enjoyed another day of positive returns (DJ 0.87%,S&P500 1.07% and NASDAQ1.74%) initially aided by better than expected earnings results by Netflix (reported after the bell on Monday) followed by beating outcomes from Johnson and Johnson and Goldman...

Opinion – Tuesday 17 April 2018

Strong earnings reports by trucking companies have helped US equities end the day in a positive note shifting focus away from geopolitics and back to fundamentals. The US Dollar is weaker on the back of President Trump’s tweet accusing China and Russia of playing the...

Opinion – Monday 16 April 2018

Friday night’s joint US UK and French air strikes against Syria have thus far drawn only verbal condemnation from Russia (and too Iran and China) with Russia’s prediction of ‘’global chaos’’ if the West hits Syria again not filling markets with fresh dread, at least...

Opinion – Friday 13 April 2018

Ease in trade and geopolitical tensions have helped risk sentiment over the past 24 hours.US and EU equities have closed in positive territory, US Treasury yields are also higher and the US Dollar is stronger, mainly driven by softness in European currencies and yen...