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March 30, 2017

There's more to life than Brexit  --  Oh God, we hope so ......

ref :- "Sterling's role as Brexit barometer reduced", The Financial Times, Markets and Investing

PLEASE, PLEASE tell us that it's not going to be like this every day for the next two years ..... blanket...

March 28, 2017

re :- "The Biggest Risk From the Dollar's Drop May Not Be What You Would Guess" , Bloomberg Markets

Confidence that the Trump administration is on course to deliver on its electoral promises has been wearing a bit thin for a while now. If anyone on the President's team...

March 21, 2017

1987 and all that ... a lesson from history ignored ?

ref :- "Momentum surfers revive painful memories" , the Financial Times, Markets and Investing

1987 will seem like an awful long time ago to younger readers ..... not for all of us, sadly. But whatever your age or lev...

March 20, 2017

Doesn't sound like a hot story, but it's getting there .... the Fed, its balance sheet, and what to do with it.

ref :-  "Federal Reserve Ponders How to Do The Big Unwind : Quick Q&A" Bloomberg 14/3

It's not as though we haven't discussed the subject, but the issue of how...

March 17, 2017

FCI  --  an index you definitely need to keep an eye on ..... yes, another one.

ref :- "The Market Is Acting Like the Fed Cut Rates" , Bloomberg Markets

Imagine that oft-quoted visitor from Mars had landed just as the Fed were hiking rates by 25 basis points on Wedn...

March 15, 2017

Reminders of the bloomin' obvious ......

Time is a little short  so, in the unlikely event that anyone might have forgotten what to look out for today, we offer a couple of brief reminders. Apologies to those already waiting with baited breath .....

After the close of Eu...

March 14, 2017

Contango not a happy sign for oil bulls .....

ref :- "OPEC's Best Signal of Success No Longer Looks So Promising" , Bloomberg Markets

We know about Contangos and Backwardations, right ? Just in case, a very basic refresher ......

The terms originated in the mid-19th centu...

March 13, 2017

ref :- "Five Things You Need to Know to Start Your Day" , Bloomberg

Another busy week in store for central banks, and naturally most attention is focused on the US Federal Reserve who make their policy decision on Wednesday. Mind you, it's not one of those "Will they ?...

March 9, 2017

ECB decision ..... No action mustn't look like inaction

ref :- "Draghi poised to temper optimism with caution" , The Financial Times, Markets and Investing

We were only musing the other day about how there was no such thing in markets as a "sure thing". The European Cent...

March 8, 2017

 What's Marshal Foch got to do with the value of Sterling ?

ref :- "Morgan Stanley sees brighter outlook for sterling, UK midcaps" , Reuters 7/3/17

Call it what you will : countertrend, contratrend, contrarian ? Anyway, whichever you prefer some of the most spectacular m...

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