Opinion – Wednesday 16 September 2015

Do It Already is the headline of a Bloomberg article today, but mirrors the sentiment in articles across the press and the discussions on all trading floors. Markets are like rabbits in spotlights, uncertain as to which way to shift, just in case there is a move by...

Opinion – Tuesday 15 September 2015

There is a flurry of opinions, news-flow, chatter and speculation about the Fed this week, but at the end of the day, there isn’t much that is new to report for markets. This is likely to continue as we wait for the FOMC decision on Thursday evening. US markets were...

Opinion – Monday 14 September 2015

It’s been relatively quiet from Friday and likely to stay that way for a few more days yet. The news flow has been limited and what there has been, has been clouded by one-offs. So we keep waiting for the Fed. More of the same is likely today. In the interest of...

Opinion Friday 11 September 2015

It was the makings of a risk-on mood for markets yesterday on a day when the Bank of England’s Monetary Policy Committee (MPC) was hanging tough about the healthy outlook for the UK economy and still harbouring thoughts of a UK Rate Rise coming into focus in the first...

Opinion Thursday 10 September 2015

The RBNZ has just delivered a universally expected 25-point cut to the OCR (to 2.75%) and says that some further easing seems likely and that further currency deprecation is appropriate. This takes a bite out of pre-RBNZ NZD strength. It’s a little confusing (to say...

Opinion Wednesday 9 September 2015

The Global Financial Markets are breathing a sigh of relief after yesterday’s 2.5% rally in the Dow. Happy days: the Fed may wait a little while before raising rates and China seems to have everything sorted. We can dismiss the unsettling China import numbers as a...