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April 27, 2018

ref :- General

No sensible investor should allow themselves to believe that anything is certain in this crazy world, and the last 24hrs are a good example of why they shouldn't. We shouldn't overstate it ...... it's not as though the universe has been turned on its ax...

April 25, 2018

ref :-  General round-up

Further discussion of US Treasury yields may well make us sound like a broken record   --  yeah, we know .... what's new ?  --  but on this occasion we don't feel the need to apologize too much.  It might be a little myopic to say that the 10y...

April 24, 2018

ref :- "3.00% on the US (10yr) Treasury yield is "just noise" and does not matter, economist says" , CNBC Markets

We wouldn't like anyone to think that we haven't been giving anything less than our full attention to the markets whilst we've been away for a couple of d...

April 18, 2018

ref :- "Swiss central bank dovishness weakens franc against the euro" , the Financial Times, Markets and Investing

Not to be over-critical, but the blandness of this FT headline masks a much more interesting backstory. The sight of EUR / CHF climbing to knock at the d...

April 16, 2018

ref :- Market round-ups, various (Bloomberg, Reuters etc)

The sight of superpowers squaring up to each other amid a welter of threats and sanctions is thankfully not one we've seen for a while. It used to happen during the Cold War of course, and you suspect that if t...

April 12, 2018

ref :- "Fed Sees GDP Hit From Trade War Outweighing Fleeting Inflation" , Bloomberg Markets

Just time today to point you towards this piece on Bloomberg ..... The minutes of the March meeting of the Fed 's Open Market Committee (FOMC) were released last night, and we...

April 11, 2018

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

Just time for a brief lunchtime shufti at what's going on, and it reveals of course that  the focus of attention may have moved but the anxiety levels are if anything even higher.

As we've be...

April 10, 2018

Monday 9th April 2018

ref : - " Mattis looks isolated as hawkish Bolton arrives" , The Financial Times, International section.

We must confess that it was a surprise to read that John Bolton only officially takes over as President Trump's National Security adviser today....

April 5, 2018

ref :- TAIL RISK / "Becalmed state of forex contrasts with equities noise" , Washington Post, Markets and Investing

Another day , another twist for equities ..... The dominant market theme of 2018 has been the resurgence of volatility in stock markets, a new reality f...

April 3, 2018

ref :- "Narrow times  /  Flatter US yield curve signals economic concerns" , The Financial Times, Companies and Markets

We hear an awful lot about the flattening yield curve, how the premium of longer-term rates over the shorter-term equivalents is diminishi...

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