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October 30, 2017

ref :- General , and "Rajoy wrongfoots separatists" , the Financial Times

There's been quite a lot of chat in 2017 about the market's sangfroid  --  it's apparent ability to shrug off developments that instinctively one feels ought to be causing it more stress. There...

October 27, 2017

Friday 27th October 2017


There's a Euro story, and there's a Dollar story ..... but most of all there's a Euro / Dollar story .....



ref :- General

One of the dangers when writing pieces about markets is that however valid one's ruminations may or may not be, things...

October 25, 2017

Wednesday 25th October 2017

The real significance of the ECB's timetable for winding down the final stages of its QE bond purchasing programme is that we get to hear the end-date, according to the WSJ. With the current arrangements in place until the end of the year, pr...

October 24, 2017

Tuesday 24th October 2017
 

ref :- "Bond Traders Are Piling Into a Fed-Proof Bet" , Bloomberg Markets

Vying for the position of the biggest question hanging over markets at the moment (probably neck-and-neck with the pace of the ECB's QE tapering, expected to be announce...

October 19, 2017

Thursday 19th October 2017


 

ref :- " ECB eyes slow stimulus taper to keep lid on euro" , The Financial Times

We were only saying on Monday that plainly a good many players were viewing the slight pullback in EUR / USD from it's highs just above $1.20 set last month...

October 16, 2017

Monday 16th October 2017

Like Oscar Wilde , Mark Twain was a font of pithy quotes but we can't agree with him entirely on this one, or at least we're pleased that not everyone else does. Where would the markets be without speculators ? And where would we all be without...

October 12, 2017

What's up, what's coming up, and a curious claim from ..... well, who else could it be ? 

ref :- General, and "Trump just claimed stock market gains actually offset national debt", CNBC

Just very briefly ...... 

The Dollar and US Treasury yields have been marked a bit low...

October 11, 2017

ref :- "Is the Fed wary of sub-2 percent Treasury yields ?" , Jamie McGeever of Reuters Markets

Bloomberg are running a piece today ("Central Bankers Fare Better When They Are Tight Lipped")  that highlights the case being made by two economists from the Swiss National...

October 10, 2017

On September 29th, President Trump said that he would be announcing "in two or three weeks" his decision as to who will chair the Federal Reserve after Janet Yellen's current term expires in February. By our reckoning, even though in theory the president has until the...

October 6, 2017

ref :- General

Just passing through today but since we happen to be next to a keyboard just as September's US Employment data is being released, we'll offer the briefest, and most jerky, of knee-jerk reactions.

Non-farm payrolls                               :    expecte...

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