Opinion – Monday 26 March 2012

Last week’s market relapse that saw Stocks and Commodity Currencies slide based on the fear that the US recovery wont be able to offset the slowdowns in China and Europe. Over the weekend the International Energy Agency warned that the level of Oil prices was...

Opinion – Friday 23 March 2012

The Equity Markets are rebounding this morning after the sell off yesterday. The US Market stabilised after the better than expected Weekly Jobless Claims which nudged them to a new cycle low of 348K. The BOE’s Weale has helped sentiment this morning saying that...

Opinion – Thursday 22 March 2012

The Equity Markets are in retreat this morning as weaker than expected German PMI has knocked the Euro and Dax. Yields on 10 year Spanish Debt rose 17bps to 5.4% which is their highest level since mid February. US Existing Home Sales disappointed yesterday at 4.59M...

Opinion – Wednesday 21 March 2012

The main news on Tuesday was China and the extent of her slowdown. News that it will raise gasoline prices by 7% together with Saudi Arabia’s commitment to increase oil production by 2.5% knocked 2.5% off oil prices which led European equities down by 1-1.5 %....

Opinion – Tuesday 20 March 2012

Stocks are struggling to make fresh highs, but in holding close to these recent highs we can say that the Yield and Equity moves reflect growing investor confidence in economic recovery. Bond Yields pushed up again as investors continue to sell Bonds and buy Equities....

Opinion – Friday 16 March 2012

The Equity Markets continue to rally as the S&P closed over 1400 for the first time since June 2008 and the Dow is on course for its best 7 day gain since July 2010. The fall in US Weekly Jobless numbers to 351K and the rise in The Philly Fed Index to a better...