Opinion – Wednesday 4 April 2018

After initially trading in and out of positive territory, US equities have closed higher recovering some of the sharp losses incurred during the previous trading session. More Money Problems is still an issue for Amazon, but a late Bloomberg report helped sentiment...

Opinion – Tuesday 3 April 2018

The US market has returned after the Easter break for trading on Monday, trading in risk-off mode. The catalyst seems to have been the announcement on Sunday from the Chinese Ministry of Finance that it is increasing tariffs on up to 128 US products, higher tariffs on...

Opinion – Thursday 29 March 2018

US stocks have failed to recover any of Tuesday’s FANG-led weakness, in part due to a 5% hit to Amazon after President Trump’s latest verbal attack on the on-line retail behemoth demanding more regulation (and which will probably be followed in short order by European...

Opinion – Wednesday 28 March 2018

Yesterday’s trading session was one of two halves. European stocks benefited from the perceived easing in trade tensions (the recent Mnuchin ‘’we’re sitting at the table and negotiating’’ comments) that sparked the over 600 point rally in the Dow for the previous...

Opinion – Tuesday 27 March 2018

US equities rebounded yesterday and continued overnight boosted by cautiously hopeful comments from US Treasury Secretary Mnuchin over the weekend. The risk positive mood has seen the US Dollar weakened against most currencies while US Treasury yields are higher led...

Opinion – Monday 26 March 2018

AUD/USD closed (just) below 0.77 for the third time this week (and year) on Friday, despite the weak US dollar backdrop that saw US Dollar Index off almost half a percent on the day and over 0.8% on the week. Falling metals prices, with The LMEX Index now 8% off its...