Opinion – Thursday 16 July 2026

U.S. Indexes closed mixed on Wednesday, with the NASDAQ 100 reversing early gains to ultimately underperform. ASML’s earnings initially lifted Nasdaq Futures after the company delivered strong Quarterly results. However, the stock reversed course during the US...

Opinion – Monday 7 December 2015

The US Employment Report virtually matched expectations (NFP +211k, Unemployment steady at 5%) and effectively confirms a Fed lift-off in ten days time is a done deal. The report also revealed +35k of upward revisions to September and October while as expected average...

Opinion – Thursday 3 December 2015

“Were the FOMC to delay the start of policy normalization for too long, we would likely end up having to tighten policy relatively abruptly to keep the economy from significantly overshooting both of our goals,” Fed Chair Yellen told the Economic Club of Washington...

Opinion – Wednesday 2 December 2015

The AUD is back trading with a 73 handle for the first time since 19 October, helped along by a disappointing US ISM Manufacturing print. While the AUD was already in an upward trend following yesterday’s solid October building approvals number, yesterday’s fall...

Opinion – Monday 30 November 2015

US markets were open on Friday, though more in body than spirit. The major Indices were little changed. The one big stock market mover on Friday was China, the Shanghai Composite down 5.48% on news that the China Securities Regulatory Commission (CSRC) had put Citic,...