Opinion – Monday 4 January 2016

Happy new year and best wishes for a healthy and prosperous 2016. Investors ended 2015 in a defensive stance. Following the risk aversion tone seen in the previous day, equity markets were sold on Thursday while core Global Bonds benefited from a safe haven bid. In a...

Opinion – Wednesday 31 December 2015

Yesterday was a complete reversal of Tuesday’s gains in the Equity markets as world markets ignored the Australian gains of Wednesday and decided to prepare for New Year with red numbers on screens rather than green as almost every other Index closed up to 1%...

Opinion – Wednesday 30 December 2015

US Consumer Confidence rose more than expected when released yesterday with the survey result coming in at 96.5 versus the predicted 93.5. This was largely due to better labour market conditions and cheaper fuel costs allowing some leeway in household budgets to...

Opinion – Tuesday 29 December 2015

The pre-Christmas general recovery in global risk sentiment showed some signs of fragility yesterday as we approach the year-end. China fears again come to the fore with the thought that coming end to a six month ban on the sale of shares by pensions owning more than...

Opinion – Wednesday 23 December 2015

Moves in Oil prices remain the main driver for markets amid a decline in trading volumes ahead of the Christmas holiday break. US and European equity markets traded in a sideways pattern yesterday before the US Markets again rallied in the last hour of trading to...

Opinion – Tuesday 22 December 2015

Yesterday after I posted markets were initially shaped by the decline in the Oil price, with the WTI Oil down towards $34 a barrel level with associated pressure on the oil linked currencies such as the CAD the NOK. WTI though recovered later in the session, closing...