Opinion – Tuesday 27 October 2015

As for Friday’s markets, does China’s latest monetary policy easing, right on top of the ECB’s public commitment to intensified easing, reduce EM growth and asset market concerns to the point where the Fed will now find it easier to lift rates his year? Or are these...

Opinion – Friday 23 October 2015

ECB President Draghi stepped up to the plate at yesterday’s press conference, setting equity markets alight and scuttling the EUR. Rather than an expected non-event, Draghi effectively preannounced further easing in policy at its 3 December meeting saying that the...

Opinion – Thursday 22 October 2015

Not a massive past 24 hours for currency markets and markets in general, though with risk-off tinges; stocks were flat in Europe and softer into the US close after both the S&P and Dow both closed lower after significant Key Day Reversals. The US Dollar in...

Opinion – Wednesday 21 October 2015

The last 24 hours has seen little or no action as the market awaits tomorrow’s ECB Meeting and Dragi press conference at 1.30 pm. Yesterday we saw little or no news to move markets except for the US Treasury which is now struggling to sell Treasury Bills in front of...

Opinion Tuesday 20 October 2015

Though there isn’t too much to say about yesterday’s markets as apart from the brief flurry in trading following the release earlier in the morning of the Chinese data, it was a very subdued 24 hours of trading as we await the key ECB Rate announcement on possible...

Opinion – Monday 19 October 2015

Friday’s was largely a lower beta replica of Thursday and where, recall, the higher US core CPI and further drop in US Jobless Claims were the key market drivers. Momentum carried though to Friday’s session, and wasn’t undermined by US Industrial/Manufacturing...