Opinion – Friday 7 September 2012

The ECB came to the party yesterday announcing a new program to buy the bonds of countries whose bond markets are in trouble. These will be called Outright Monetary Transactions. To gain access to this program countries will have to sign up to new precautionary rescue...

Opinion – Thursday 6 September 2012

The big news yesterday was the the leaks coming out of the ECB which were suggesting that they will announce details of a bond buying program after their meeting this morning. The leaks are saying the ECB will not put an explicit cap on peripheral country bond yields...

Opinion – Wednesday 5 September 2012

Equity markets ended weaker yesterday on the back of the weaker than expected US ISM which fell below 50 for the third consecutive month. Production and new orders also fell further. The ISM has been in trend decline for the last 18 months since the peak in early 2011...

Opinion – Tuesday 4 September 2012

European equity markets and the Euro were both stronger yesterday despite the weaker PMI from China that came out last Saturday. The strength derived from the belief that China will do something to boost growth. This is also in addition to more stimulus expected from...

Opinion – Monday 3 September 2012

Equity markets reacted erratically after Fed Chairman, Bernanke’s speech in Jackson Hole last Friday. However whilst Bond yields fell, the US Dollar weakened. Even though there was no specific announcement, Bernanke made a compelling case for more easing in...

Opinion – Friday 31 August 2012

Markets lost ground yesterday as we await Bernankes speech this afternoon. Spain is again in the news after delaying its decision on whether to seek a bailout whilst European Economic data is so dismal. Spanish PM, Rajoy said that he will delay making a decision on...