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July 25, 2018

ref :-  "Fed Presidents Seek Powell Put to Prevent Inverted Yield Curve" , Bloomberg Markets

We could have jumped in a number of directions this morning, or maybe a round-up of the hot topics would have been the way forward. There's no shortage of them :

Turkey : Do...

July 24, 2018

ref :- "Trump's Fed broadside puts investors on notice" ,  The Financial Times, Markets and Investing , and ...

ref :- "Trump's bullying of Fed could turn explosive if recession is the result" , Mark Spindel in The Financial Times, Markets and Investing

It's funny how th...

July 23, 2018

ref :- "Bank of Japan Offers Unlimited Bond Buying After Yields Jump"

Doesn't sound that dramatic, does it ? And in most other markets, it wouldn't be. But this is Japan remember, where the 10yr Government bond yield has been lolling around 0.03% for some time, and whic...

July 17, 2018

ref :- "Fed is a positive factor for US dollar ...." , Interview on Bloomberg TV with Commerzbank's Esther Reichert.

Nothing is carved in stone when it comes to markets ..... things change, and the art is to recognise the change before it gets expensive. Take "safe have...

July 11, 2018

ref :- "China Has Arsenal of Non-Tariff Weapons to Hit Back at Trump" , Bloomberg Business

You remember that slightly more optimistic, "risk-on" feeling running through markets at the beginning of the week ? The cautious hope that having imposed tariffs on $34 billion o...

July 10, 2018

Leaving all pro- or anti-Brexit leanings aside (and of course we never take any sides anyway), it's not often that we feel obliged to the now former UK Foreign Secretary Boris Johnson. We were saying yesterday how surprised we were that the resignation of Brexit Minist...

July 9, 2018

ref :- "Sterling rallies as investors bet "softer Brexit" more likely after resignation" , Reuters Markets

There's a whiff of optimism in the air this morning, a bit of "risk-on" impetus that's been in short supply of late. The evidence is most obviously seen in stronge...

July 5, 2018

Just in case, three things you need to be looking out for over the next 36hrs or so :

Tonight 18.00 hrs GMT : Release of the minutes of the Fed's June Open Market Committee meeting (at which they decided to hike rates by 25 basis points, of course). It goes almost witho...

July 4, 2018


The Financial Times has a number of thought-provoking articles this morning. If the subjects vary, the most obvious common link is that the tone of all of them is more anxious than optimistic. That's often the case of course .... storm clouds are generally more newswo...

July 2, 2018

ref :- "Wall Street Left Reeling as 2018 Upends Almost Every Bet" , Bloomberg Markets

With everything else going on, it was easy to forget the fact that we slipped into the second half of the year over the weekend. We don't know how "H1" went for you, but the Bloomberg...

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