Opinion – Tuesday 26 February 2013

Fears, not previously expressed in market pricing, that the Euro-Zone could be set for a return to the familiar post-war era of Italian instability are at risk of being realised in the coming hours. Whilst the centre left Democratic Party of Pier Bersani looks to have...

Opinion – Monday 25 February 2013

Equity markets recovered their poise on Friday, positive news from Hewlett Packard and AIG boosting US Technology and Insurance sectors and, following gains in Europe, inspired by a stronger than forecast German IFO Survey. Real money interest in buying the dip from...

Opinion – Friday 22 February 2013

Equity markets lost further ground yesterday. Weak Euro-Zone data added to market pessimism after Wednesday’s news that the US Fed may start winding back its QE Asset Purchases sooner than had been anticipated and that China may increase its property...

Opinion – Thursday 21 February 2013

The US Dollar has strengthened further this morning after the US FOMC Minutes from the January meeting showed rising concern about the risks of more Quantitative Easing. Several members indicated that the Fed should be prepared to vary the pace of the current $85...

Opinion – Wednesday 20 February 2013

Equities soared in Europe as Germany’s ZEW Report came in much better than expected, raising hopes that the Euro-Zones strongest economy will move out of recession in Q1 of 2013. Whilst the ‘Current Conditions’ component of this survey of investor...

Opinion – Tuesday 19 February 2013

With the US Market closed for the President’s Day Holiday and no substantial events or data to key off, markets have meandered over the last 24 hours. Continental European Equities started weak but then recovered during the day to close just in the black. The...