Opinion – Friday 5 September 2014

Yesterday the ECB over-delivered versus market expectations because as well as the 10 basis point cut in both the Lending and Deposit Rates (the latter to an incredible -20bps) they promised both an ABS and Covered Bond Buying Programme to commence in October. The ABS...

Opinion – Thursday 4 September 2014

Just before I posted yesterday morning a proposal was announced for a ceasefire between Ukraine and Russia which is to begin as early as tomorrow. That news fired up both European Equities and the Euro but some of that enthusiasm was dented as the trading session wore...

Opinion – Wednesday 3 September 2014

Broad US Dollar strength has been the main theme of the past 24 hours especially given the support from further weakness in the Japanese Yen, which is now trading near 105.30 versus the US Dollar, and some pull-back in Sterling, amid signs that the ‘no’...

Opinion – Tuesday 2 September 2014

Yesterday was a particularly quiet trading session with the US Labour Day holiday. The poor European and UK data did not worry markets too much which, in the main, were taking a little nap. Bond Yields were fractionally lower whilst the Dollar ended higher and the...

Opinion – Monday 1 September 2014

We had a mixed bag of US Economic data last Friday but equity markets chose to accentuate the positive with the S&P making a new record closing high to finish +0.33% at 2003. European stocks were also higher with the exception of the German Dax. The upside...

Opinion – Friday 29 August 2014

Yesterday was not a great trading session for currencies, with the Euro losing a little ground. There was a slight risk-off tone to market sentiment as Ukrainian tensions and fighting continued, with Russian and US spokespeople trading words. The Russian MICEX Index...