Opinion – Thursday 16 February 2017

I warned yesterday about the possibility of a US rate hike at next month’s FOMC Meeting and that argument gained further currency with the US CPI and core-Retail Sales printing double the market consensus. That has seen the OIS market lift pricing for a March...

Opinion – Wednesday 15 February 2017

Reaction to Fed Chair Yellen’s semi-annual Testimony before the Senate triggered a sell-off in US Treasury yields and a broad US Dollar rally as she left the door open for a rate hike as soon as the next FOMC meeting in March. US equities initially wobbled, dragged...

Opinion – Tuesday 14 February 2017

The US Dollar continues to rally after last month’s Downside Key Day Reversal albeit in a very small way, The narrow DXY index has now risen every day since January 31st and the broader BBDXY index on each of the last seven trading days. DXY, dominated by the...

Opinion – Monday 13 February 2017

Last week the US Dollar regained its mojo largely thanks to President Trump’s hint of a phenomenal tax policy announcement and on Friday the US Dollar waivered, particularly against the Japanese Yen when at a joint press conference with Japan’s PM Abe, President...

Opinion – Friday 10 February 2017

The Trump-trade was reignited yesterday on the back of the President flagging an impending “phenomenal” tax announcement. That gave markets hope that Trump will at last provide long-awaited details on his fiscal plans (tax cuts and infrastructure spending). That saw...

Opinion – Thursday 9 February 2017

Yesterday was another listless trading session although extremely profitable for my members as the US earnings season is drawing to a close with one of the best quarters of growth for quite some quarters. But that, and the tantalising prospect that corporate tax...