Opinion – Thursday 15 March 2012

The more bullish outlook for the US Economy is powering US Equity markets to multi year highs. US yields for its Bond Market are also spiking higher with Treasuries up 24 basis points in the last two days to its highest level since last October. Rather than there...

Opinion – Wednesday 14 March 2012

Market optimism is on the rise as Economic Reports and Fed language give a boost to speculation that the world is a better place! US equities made further gains on the back of better than expected US Retail Sales and a higher German ZEW index. The Fed described the...

Opinion – Tuesday 13 March 2012

The Equity markets are all higher overnight as we await the the results of the FOMC meeting which will be announced at 6.15 pm. The Fed are expected to bide their time as they they assess the recent strong Economic Data. Before the FOMC we have Retail Sales for...

Opinion – Monday 12 March 2012

The markets finished the week in an optimistic frame of mind on Friday as news that 227,000 jobs were created in America. The USD strengthened across the board. All eyes will be on the FOMC Meeting on Wednesday and their statement will be scrutinised for any...

Opinion – Friday 9 March 2012

Greece finally got its PSI over the line with private investors agreeing to swap 85 per cent of her debt. Equity markets rallied strongly, along with Commodities and a weaker Dollar, in anticipation of a deal been agreed. The ECB and BOE kept rates unchanged, as...

Opinion – Thursday 8 March 2012

Markets are back in the black this morning as news that the Greek Debt Swap will be completed this evening. The recovery in the last 24 hours tends to support the view that the sharp sell off in risk assets was more about profit taking than any fundamental change in...