Opinion – Wednesday 3 April 2024

U.S. Equity Markets saw notable selling on Tuesday, extending the April rot, amid various micro factors in the backdrop of an aggressive Treasury bear-steepener. Treasuries saw large bear-steepening on Europe’s return, despite soft German inflation figures, as...

Opinion – Tuesday 2 April 2024

U.S. Equity Markets were largely sold on Monday with the rate-sensitive sectors of the market underperforming after the hot ISM manufacturing survey unwound Fed cut expectations. The market is now priced for c. 65bps of Fed cuts this year vs 70bp+ before the data,...

Opinion – Thursday 28 March 2024

Equity Markets were firmer on Wednesday thanks to a late session rip into the close with month-end selling not as large as expected, perhaps indicative of the bulk of it being in the rearview now ahead of the long weekend. There was no tier one data or major catalysts...

Opinion – Wednesday 27 March 2024

Equity Markets again closed lower yesterday following a second consecutive sell-off into the close. The late session sell-off, which saw sectors primarily in negative territory with only Health Care, Financials and Consumer Staples closing positive. Utilities, Energy...

Opinion – Tuesday 26 March 2024

U.S. Equity Markets closed red on Monday, although well off the morning lows. The Russell 2000 closed green on account of the Energy Sector outperformance with crude prices rising. Lows were seen in the Futures pre-market with tech downside leading on several key...

Opinion – Monday 25 March 2024

U.S. Equity Markets were choppy on Friday with a lack of tier 1 US data to go off, while question marks were raised on the state of the consumer on the back of poor reports from Nike (NKE) and Lululemon (LULU). Large cap tech was an outperformer, with Apple (AAPL)...

Opinion – Thursday 21 March 2024

U.S. Equity Markets rallied to new closing highs on Wednesday after the Fed reaffirmed its three rate cuts in 2024 projection, despite higher longer-term dots, and as Powell played down the hot January and February inflation data. The rate-sensitive sectors...

Opinion – Wednesday 20 March 2024

U.S. Equity Markets reversed earlier losses to close firmer on Tuesday after earlier, tech-led weakness reversed into the close. Nvidia (NVDA) managed to close 1% higher with some positive takeaways from its GTC event despite the lack of major surprises. Meanwhile,...

Opinion – Tuesday 19 March 2024

Equity Markets rallied on Monday in a relatively quiet news flow session (from a macro perspective) with the NASDAQ leading the charge ahead of the Nvidia (NVDA) GTC event after the close. However, both the Index and Nvidia closed well off best levels as participants...

Opinion – Thursday 14 March 2024

Equity Markets were subdued on Wednesday in a quiet US session in the aftermath of Tuesday’s hot CPI figures. There was no US data to shape the narrative ahead of this afternoon’s Retail Sales and PPI figures, while the Fed remains in its FOMC blackout period....

Opinion – Wednesday 13 March 2024

U.S. Equity Markets ultimately closed primarily in the green Tuesday, with lows seen after the open on the hot CPI Report was released. Equity weakness swiftly pared however with gains being seen throughout the session, led by the NASDAQ with Tech/Semi-Conductors...

Opinion – Tuesday 12 March 2024

U.S. Equity Markets were predominantly lower on Monday with the Russell 2000 lagging its US peers but the NASDAQ also saw notable weakness amid a slide in semiconductors, although gains in Apple (AAPL) helped limit losses, but Trump’s dig at Meta (META) saw the...

Opinion – Monday 11 March 2024

U.S. Equity Markets saw plenty of two-way price action on Friday with an initial rally post-NFP which ultimately was a “dovish” report, where although the headline beat, it was offset by downward revisions, soft wages and rising unemployment. The release...

Opinion – Thursday 7 March 2024

U.S. Equity Markets closed positive on Wednesday but finished well off their intra-day highs with some chunky selling seen in the New York afternoon. Fed Chair Powell gave familiar rhetoric in Congress, expressing caution on cutting rates too early, whilst also saying...