Opinion – Tuesday 16 June 2015

Given the news that greeted the markets since I last updated early yesterday morning – that talks between Greece and her creditors in Brussels on Sunday had collapsed after just 45 minutes – we are probably not alone in thinking that the single European currency...

Opinion – Monday 15 June 2015

After markets last week ended with a whimper rather than a bang, things have already heated up this morning with news on Sunday evening from Brussels that the latest talks aimed at bridging the differences between Greece and her creditors have collapsed. Further...

Opinion – Friday 12 June 2015

It’s been a whippy, but in the event, mostly down past 24 hours for the Euro. Early yesterday morning after I had posted, China activity data for May was released which mostly met market growth expectations, followed up by better Lending and Money Supply data. Iron...

Opinion – Thursday 11 June 2015

To the evident delight of a section of the offshore hedge fund community, the RBNZ has just delivered on its recently instated easing bias, with a 25-point cut to the OCR to 3.25% and accompanied by a statement that further easing may be appropriate. This virtually...

Opinion – Wednesday 10 June 2015

You would think it was a quiet trading session yesterday: US equities were flat, European stocks a little down and currencies traded in a very tight range. US yields continued to rise, as did their European counterparts. But digging a little deeper shows that the bond...

Opinion – Tuesday 9 June 2015

Much of the blame for the abrupt reversal in the US Dollar’s post – Payrolls performance is being laid at the feet of reported comments from US President Obama, attending the G7 Summit in southern Germany at the weekend, that the strong US Dollar is a problem....