Opinion – Tuesday 28 November 2017

A relatively quiet start to the week following a relatively quiet holiday-impacted end to last week with the JPY and NZD sharing equal top spot in terms of 24 hour FX performance, confirming the absence of any real rhyme or reason to this market. US stocks closed flat...

Opinion – Monday 27 November 2017

Germany’s efficiency is back, which is a big part of the story vis-à-vis the largely Euro-led weakness in the US dollar in the last week or so and which gathered momentum on Friday. It came alongside a resurgence in risk sentiment, exemplified by the VIX trading back...

Opinion – Friday 24 November 2017

I wrote yesterday how the US Dollar had been sold lower on the back of the cautious comments from Fed Chair Janet Yellen the previous evening in her fireside chat with ex Bank of England Chief King. That selling continued after I posted yesterday morning with the...

Opinion – Thursday 23 November 2017

Yesterday we had the UK Budget where UK growth estimates have been marked down from low productivity. Growth for 2017 was cut down from 2.0% to 1.5%, 1.4% growth expected for 2018, then to 1.3% for 2019 and 2020. This is a far cry from the 2½-3% growth not only in the...

Opinion – Wednesday 22 November 2017

Yesterday we saw a return to risk sentiment, with US equities closing at new all-time highs which helped the VIX to close back below 10 for the first time in two weeks. The S&P closed up 0.7% to sit at 2600. Meanwhile RBA Governor Phil Lowe yesterday morning...

Opinion – Tuesday 21 November 2017

Yesterday’s trading session saw an improvement in risk sentiment with European equities closing in positive territory while US equities also closed higher. The US Dollar is stronger against most currencies and US Treasury yields are also higher with the move led by...