Opinion – Thursday 23 May 2024

US Equity Markets closed lower on Wednesday, with underperformance in the small-cap Russell 2000 as traders await the pivotal Nvidia earnings after-hours. However, better than expected earnings from Nvidia including announcing a 10/1 stock split has led to a new move...

Opinion – Wednesday 22 May 2024

US Indices were little changed on Tuesday (SPX +0.2%, NDX +0.1%, DJIA +0.2%, Russell -0.2%) with sectors mixed; Nvidia (NVDA) (+0.4%) saw marginal upside ahead of earnings of Wednesday. In FX, the Dollar Index was flat and within very tight ranges as both the Canadian...

Opinion – Tuesday 21 May 2024

Equity Markets have been choppy to start the week, albeit in very thin newsflow, as participants await the key risk events such as FOMC Minutes, Nvidia (NVDA) earnings, and UK inflation data tomorrow Wednesday followed by US PMIs on Thursday. U.S. Indices ended the...

Opinion – Monday 20 May 2024

U.S. Equity Markets finished rangebound on Friday in what turned out to be one of the quietest trading sessions of the year to date. We had no tier one economic releases and no major incremental newsflow which saw the S&P 500 traverse sideways throughout most of...

Opinion – Thursday 16 May 2024

The highlight of the day was the softer than expected US CPI report which saw markets back to fully pricing in two rate cuts this year, with the first move now fully discounted by September. Both Equity and Treasury Markets were instantly bid and despite some post...

Opinion – Wednesday 15 May 2024

Markets saw two-way action on Tuesday, as the initial broad-based hawkish reaction seen post-PPI (downside in Treasuries and stocks, upside in Dollar) swiftly pared as participants digested the details and awaited remarks from Fed Chair Powell, albeit he said little...

Opinion – Tuesday 14 May 2024

U.S. Equity Markets again closed flat on Monday as markets go ‘’on hold’’ ahead of this afternoon’s PPI and CPI data tomorrow. Equity futures ground higher in pre-market trade before selling off at the open with lows in stocks later seen in the US afternoon, seemingly...

Opinion – Monday 13 May 2024

U.S. Equity Markets closed mixed on Friday in a session that finally witnessed some two-way price action. Most Indices finished with mild gains but with choppy price actions amid headwinds from a plunge in the University of Michigan Consumer Sentiment and a rise in...

Opinion – Thursday 9 May 2024

U.S. Equity Markets closed mixed on Wednesday with the S&P 500 and the NASDAQ 100 little changed while the Dow was bid and Russell 2000 lower. Futures were hit in the pre-market however after some cautious earnings from Uber (UBER), soft Intel (INTC) guidance and...

Opinion – Wednesday 8 May 2024

U.S. Equity Markets were choppy on Tuesday with the Indices holding on to their recent strength with mixed performances under the surface. There were no major macro catalysts on Tuesday, with the softer Manheim used car vehicle index the data “highlight”,...

Opinion – Tuesday 7 May 2024

U.S Equity Markets rallied further on Monday with continued momentum from the soft NFP data on Friday that has increased the chances of the Fed being able to cut this year. The rate-sensitive small-caps saw outperformance, indicative of the appetite for duration,...

Opinion – Thursday 2 May 2024

Overall, a dovish reaction to the FOMC and Press Conference which saw the Fed leave rates on hold as expected but it also announced it is to taper its QT run-off to just USD 25 billion a month from USD 60 billion, slightly more dovish than the expected USD 30 billion....

Opinion – Wednesday 1 May 2024

U.S. Equity Markets closed lower on Tuesday with the surprise rise in the Q1 Employment Cost Index ramping the hawkish pressure on the Fed ahead of this evening’s Fed Meeting Statement and Fed Chair Powell’s press conference at 7.30 pm. There were kneejerk losses to...

Opinion – Tuesday 30 April 2024

U.S Equity Markets ended flat in choppy trade on Monday as Indices took pause from their recovery with a lack of major macro catalysts except for the Japanese Yen intervention. While there was no tier 1 data, we did get the US quarterly financing estimates ahead of...