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...

Opinion – Thursday 21 September 2017

The FOMC last evening announced as expected the formal start to winding down its balance sheet to commence next month. It left its Fed funds rate unchanged at 1-1.25%, also as entirely expected. While this starts another chapter in what has been a momentous decade...

Opinion – Wednesday 20 September 2017

US President Trump’s 40 minute address to the UN, in which he described N. Korea leader Kim Jong UN as “Rocket man on a suicide mission for himself and his regime” was the highlight of one of the quietest trading sessions so far this year. FX market response to...

Opinion – Tuesday 19 September 2017

Both Sterling and the Canadian Dollar closed lower on the  latest Bank of Canada and Bank of England utterances, helping the US Dollar move ahead again aided too by modestly higher US Treasury yields (10s +2bps to 2.23%). These moves lower saw the Australian Dollar...

Opinion – Monday 18 September 2017

Another day on and Sterling has again been the star performer in the currency markets. Following on from Bank of England Governor Carney’s warning that the BoE might have to adjust policy in coming months, MPC member Gertjan Vlieghe – regarded as dovish untill...

Opinion – Friday 15 September 2017

While the market’s focus was expected to be primarily on the US CPI print for August, there was much more market action across the Atlantic with Sterling soaring on the back of a near term Interest Rate rise warning from the Bank of England. Although the BoE left its...