Markets to Kick off the Week on the Front Foot After Mixed US DataJul 9, 2018 - By Nick Twidale
The equity markets finished the week off well after the US tariff implementation came and went and we got some mixed signals from the US employment numbers on Friday.
Steady Markets On July 4th, but Prepare for Fireworks into the WeekendJul 5, 2018 - By Nick Twidale
As expected, we saw relatively muted market moves yesterday as the US Independence Day holiday took full affect and participants used it as a good excuse to take a breath and revaluate ahead of a busy couple of days.
Dovish ECB Smashes EuroJun 15, 2018 - By Nick Twidale
It’s been a huge week for the markets already, most of us have already put Tuesday’s US – North Korean summit to the back of our minds and are now digesting 2 crucial central bank meetings and a host of tier 1 data.
Fed Hikes as Expected and is Looking at MoreJun 14, 2018 - By Nick Twidale
As expected the Fed raised interest rates by 25bps this morning and more crucially signalled that there are another 2 on the way, most probably in September and December.
Equities and Risk Drive Higher As Trade Hopes ImproveJun 7, 2018 - By Nick Twidale
We saw a decent appreciation in global stock indices and risk sentiment in general over the course of yesterday’s trading as fears of a global trade war receded in the now familiar see-saw of opinion on how far the US will push protectionist policies onto it’s trading partners.
Trade Concerns Continue to Dominate Market SentimentMay 21, 2018 - By Nick Twidale
We are set to see equity markets open strongly in Asia this morning after the US and China came to an agreement which has essentially ‘put the Trade War on hold’ according to US Treasury Secretary Steven Mnuchin. The US has agreed to hold off putting tariffs on Chinese goods for now and China has agreed to buy significantly more goods from the US, which will of course assist in reducing the US’s trade deficit. Although this solution does appear to be a step in the right direction from the markets point of view, investors will need to see proof that the practical aspect of the agreement (i.e. Chinese purchasing of US good increasing) is working, before concerns about global growth recede significantly.