Opinion – Wednesday 15 August 2012

The August doldrums continue as these last 10 days have been the quietest for the markets all year. GDP for the Euro-Zone shrank 0.2% for the last quarter whilst Germany posted a better than expected growth of 0.3%. However it’s forward looking Sentiment Index...

Opinion – Tuesday 14 August 2012

Yesterday was probably the quietest day in a long time as the summer doldrums continue. The Equity markets ended the day basically unchanged with the Euro stronger in the absence of any bad news. Equity markets shrugged off the 1.5% fall in the Shanghai Composite...

Opinion – Monday 13 August 2012

The lower than expected trade surplus for China together with a much faster slowdown inĀ  exports than anticipated, led to lower Equity markets in Europe and initially in the US, on Friday. US equities managed a late recovery, buoyed somewhat by rumours of a hoped for...

Opinion – Friday 10 August 2012

Markets adopted a slightly softer tone yesterday as the US Dollar rallied against the Euro. This has been an extremely quiet week compared to the fireworks we had last week. There are two key themes in the market at present. First, China’s data continues to show...

Opinion – Thursday 9 August 2012

Stock markets ran out of steam yesterday as weaker industrial production data, a lack of indication of further easing from the BOE and higher bond yields in Spain, which rose to a high of 6.98%, weighed on investor sentiment. Agricultural commodities continue to rally...

Opinion – Wednesday 8 August 2012

Yesterday was another holiday-thinned choppy session in Currency and Equity markets with little in the way of firm trends. Nonetheless, risk sentiment remains positive overall keeping the US Dollar under downward pressure. Over the past week sentiment has been buoyed...