Opinion – Friday 13 July 2012

Markets have lost further ground overnight underpinned by the disappointment of the US FOMC Minutes and the lack of policy action from yesterday’s Bank of Japan meeting. Even a much better than expected Weekly Jobless No from the US, of 350K, could not improve...

Opinion – Thursday 12 July 2012

A very quiet day yesterday as the market waited for the Minutes from the FOMC. The Fed said they are not ready to print money yet which is not what the market wanted to hear. The Minutes showed the Fed are torn in several ways. Firstly, some wonder about the...

Opinion – Wednesday 11 July 2012

A rally on risk sentiment in the European session, driven in part by progress by the Eurogroup starting to flesh out some of the plans for Spanish Bank Recapitalisation combined with a thinly veiled threat from German Finance Minister Schaueble that secondary market...

Opinion – Tuesday 10 July 2012

A very quiet day as the market waited for the EU finance ministers to agree a package on Spain. They agreed on a finance package for a bailout of Spain’s troubled banks saying that €30billion will be available by the end of the month. The Finance ministers will return...

Opinion – Monday 9 July 2012

The Non Farm Payroll No’s disappointed the markets on Friday, as the Unemployment Rate is now stubbornly stuck at 8.2%, well away from levels that would be deemed consistent with the employment element of the Fed’s dual mandate. Hopes for a better Payrolls Report,...

Opinion – Friday 6 July 2012

The ECB finally cut both its Refi and Deposit Rates by 25 basis points and China’s PBOC cut its lending rate by 31 basis points and its deposit rate by 25 basis points. This all followed the BOE’s decision to agree an additional £50billion GBP QE over the...