Opinion – Friday 20 April 2012

Another rollercoaster day as markets, having been up in the morning on the back of the Spainish Auction, reacted badly to the poor US Economic data released in the afternoon. Equity markets were lower especially the IBEX and the CAC which is the French market. Despite...

Opinion – Thursday 19 April 2012

Equity markets were lower yesterday on the back of the fact that the IMF have highlighted that European banks will have to sell assets up to the tune of 3.8 trillion USD. All eyes today will be on the 10 year Spanish Auction and to date the markets have worried about...

Opinion – Wednesday 18 April 2012

There was a big bounce in the Equity markets yesterday driven by an easing of fears regarding Spain’s funding, better European data and a more optimistic World GDP forecast from the IMF. Spain appears to be addressing its real estate problems at the banks and...

Opinion – Tuesday 17 April 2012

The markets have pulled back from the exaggerated pessimism that prevailed yesterday helped by a weaker Dollar against the Euro. Equities are mixed despite the fact that Spanish yields rose to 6.1%. The news from Europe is uncertain as we await the main key Economic...

Opinion – Monday 16 April 2012

The markets had a bad finish to the week as concerns about Spain intensified and we had softer US data. It is likely to be a policy focused week culminating in the G20 Finance Ministers meeting on Friday. With Spain facing increasing speculation in relation to its...

Opinion – Friday 13 April 2012

All change as the markets are happy to believe that cheap money will be forthcoming thus leading to a rally in Equities and Commodities and a weaker Dollar. This rollercoaster is likely to continue until we get European stability and a stronger US Economic recovery....