Opinion – Wednesday 28 June 2018

As summer times kicks into full mode in Europe, ECB President Draghi play list is slowly but surely moving away from QE as he sounded more upbeat in a long time. On paper, not a lot was expected from yesterday’s trading session, but in the end we had pretty decent...

Opinion – Tuesday 27 June 2017

In an otherwise relatively quiet trading session with only the mildest of risk-on tones, gold was something of a standout. The price action came at 9am London time ( just after I posted yesterday’s commentary ) when gold immediately plunged by $20/oz after a huge...

Opinion – Monday 26 June 2017

Canada was to blame for what little price action there was on Friday, in FX at least, in which the Canadian dollar was the only currency to end the day down against a generally falling US dollar, following much weaker than expected Canadian CPI. Headline inflation...

Opinion – Friday 23 June 2017

In terms of market moves yesterday was a quiet trading session with only minor changes in currencies (USD flat), equities (S&P500 -0.1%) and Bond Yields (USTs -1.8bps). The biggest moves occurred in the Canadian dollar, (+0.7%) Norwegian Krone (+0.5%) and Kiwi...

Opinion – Thursday 22 June 2017

A lingering risk off tone remains evident in markets with equities on either side of the Atlantic ending the day with small losses. Oil prices are again lower weighing on energy shares and commodity linked currencies while US Treasury Yields are little changed after...

Opinion – Wednesday 21 June 2017

Yesterday’s trading session was one of more UK political uncertainty with still no government formed (and with the Queen’s speech to Parliament today that is going to be voted on), a dovish Mark Carney (hot on the heels of last week’s surprise three votes on the MPC...