Opinion – Wednesday 25 October 2017

US markets right have been caught between 1) the ongoing negotiations over tax between the White House and Republicans, 2) who will be the next Fed Chair (the market seems to be positioning for a Taylor-Powell duo but there is still no news), and 3) the course of the...

Opinion – Tuesday 24 October 2017

Yesterday was a trading session of limited market moves with markets treading water ahead of key risk events later in the week (ECB Thursday and US GDP Friday). US Dollar strength continued (DXY +0.2%), Bond Yields barely moved (USTs -1.6bps), while equities were...

Opinion – Monday 23 October 2017

US Bond Yields ended the NY session on the day’s highs, 10 year treasuries at 2.385%, their highest close since 12th July (they were last above 2.40% on May10th). The US Dollar ended close to the highs, DXY +0.47% to 93.70, its best close since Oct 6th. This was...

Opinion – Friday 20 October 2017

The biggest news yesterday was the finalisation of the New Zealand Government. Labour’s Jacinda Arden will now be the next Prime Minister following NZ First’s deal to form a coalition government. The Kiwi moved sharply on the news and is now down 2% since I marked...

Opinion – Thursday 19 October 2017

Well Winston Peters might be milking it as negotiations to form a new New Zealand Government drag interminably on, but he clearly does need a host to live. The NZD sits close to the bottom of the G10 scoreboard this morning, weighed down not just by ongoing domestic...

Opinion – Wednesday 18 October 2017

The US Dollar has continued to eke out small gains amid ongoing speculation over Fed Chair nomination, US equities are flat (DJ briefly traded above 23k for the first time) and commodities are mixed. The market has recently been focussed on John Taylor who apparently...