Opinion – Monday 7 January 2013

Risk markets recovered their poise on Friday even though the December Payrolls report came in line with original market expectations and so falling a little short of the expected No’s on the back of the stronger ADP Nos on Thursday. The Japanese Yen was again...

Opinion – Friday 4 January 2013

US Equities fell yesterday after Wednesday’s spectacular rally as the Fed said they will probably end their $85 billion monthly Bond Purchase Program sometime in 2013. The minutes released yesterday show a divide among FOMC participants who provided estimates...

Opinion – Thursday 3 January 2013

Wall Street having bought the rumour of a Fiscal deal on Monday also bought the fact on Wednesday. The S and P 500 added 2.0% to Mondays 1.7% gain. The Dow also added nearly 2% while the Nasdaq rose by almost 3%. No-one seems to be under any illusion that we can avoid...

Opinion – Wednesday 2 January 2013

US Equities staged a strong rebound on New Years Eve in the wake of a deal approved by the Senate and with the blessing of the White House to at least temporarily avert much of the Fiscal Cliff. The S&P posted a 1.7% gain putting the Index back roughly to the...

Opinion – Monday 31 December 2012

The 8pm deadline for last night, set by Senate Majority Leader Harry Reid, passed without any agreement on the Fiscal Cliff. Conflicting reports continued to circulate over the weekend about the state of the talks but the FT reports that Democrats reportedly said that...