Opinion – Friday 29 September 2017

It was a story of slight USD weakness yesterday (DXY -0.3%) with little in the way of other significant market moves. Equities were higher (S&P500 +0.1%), Bond Yields were unchanged (US 10-yr Treasuries flat), while the Iron Ore price continues to come under...

Opinion – Thursday 28 September 2017

It has been news filtering out over the past 24 hours of the Trump/Republican tax plan that understandably gathered the attention of markets and gotten US Dollar bulls re-energised. The USD has been stronger, up another 0.48% since the Tokyo close yesterday, US stocks...

Opinion – Wednesday 27 September 2017

Fed chair Janet Yellen spoke last evening and opined that it would be ‘Imprudent to keep monetary policy on hold until inflation hits 2%’. We also heard from new Atlanta Fed President Raphael Bostic, who said he is hearing anecdotes of more pressure on wages and...

Opinion – Tuesday 26 September 2017

A mild risk-off theme quickly emerged shortly after I posted yesterday morning following North Korea’s statement that the US has effectively “declared war” and that North Korea has every right to “make countermeasures”. While the White House has called both statements...

Opinion – Monday 25 September 2017

Hung parliaments on current voting tallies in general elections in New Zealand on Saturday and Germany on Sunday have taken bites out of the NZD and EUR at Monday’s market re-open. The NZ result isn’t much of a surprise and slippage may merely reflect the flip side of...

Opinion – Friday 22 September 2017

The Australian Dollar was the biggest mover in FX yesterday, down 1.2% to 0.7932 in response to dovish headlines from Governor Lowe and another sharp fall in the iron ore price (-5.1%); Australian Bonds also outperformed with 3- year futures up 5-6bps. The market...