Opinion – Monday – 9 October 2017

There was indeed more noise than signal in Friday’s US labour market data. In particular in the 33k fall in employment (more than 200k below recent trends) and a reported jump in average hourly earnings of 0.5% than pulled the annual rate of change up to 2.9% from an...

Opinion – Friday 6 October 2017

After taking a breather, the US Dollar has regained its mojo partly driven by concerns over other currencies along with a supportive domestic backdrop. Sterling has been the big G10 underperformer amid rising political concerns, a theme which has also weighed on EUR...

Opinion – Thursday 5 October 2017

Despite a stellar US Non-Manufacturing ISM, there were only modest market moves over the past 24 hours. The US dollar fell (DXY -0.1%), Equities were mixed (S&P500 +0.1%; EuroStoxx -0.3%), while Bond Yields were flat (US 10yrs +0.4bps). It seems markets are...

Opinion – Wednesday 4 October 2017

President Trump is in Puerto Rico and has been making some fairly tasteless remarks about this unincorporated United States territory putting the US budget ‘out of whack’. Someone should perhaps have reminded him that Puerto Ricans ostensibly have the right to...

Opinion – Tuesday 3 October 2017

There have certainly been some unsettling events over the past 24-48 hours for markets to ponder. First was the unsettling scenes of the forced intervention in the Catalonian independence vote and in the past 24 hours another mass shooting in the US, this one in Las...

Opinion – Monday 2 October 2017

Catalan separatist leaders signalled they may be moving toward a unilateral declaration of independence as early as this week after hundreds of activists were injured yesterday as they sought to stop Spanish police from shutting down an illegal referendum. Catalan...