Plane Storm 2

Still Turbulence

Summary Equities: Watch for more buybacks Equities: US equity yield reasonable High Yield: It’s gonna’ keep selling Eurozone: French and Italian budgets China: Hong Kong still dominates data ‘ Good morning, Spare a thought for fellow travellers this morning as… Read More ›

Recent Posts

  • Yellen as Springsteen


    Summary US: Fanfare for the common man. US: It’s earnings, not jobs US: Solid data to end the week Russia: Real wage growth slows in September Ukraine: Agreement reached with Russia on Gas ‘ Good morning, After a week like… Read More ›

  • Panic, what panic?


    Summary Markets: The Fed wants a sell-off Monetary Policy: Working through asset prices Risk assets: Value returning? United States: Good economic data all round China: Better loan demand Good morning Again I am writing to you from 35,000 feet. This… Read More ›

  • October yet again!

    Traders in New York  

    Summary Markets: Rout in global equities United States: Gasoline prices a boost for consumers United States: Retail Sales slow in September United Kingdom: Jobless claims fall again ‘ Good morning, What is it about October and crashing markets? After three… Read More ›

  • Last Minutes Count

    John O'Shea

    Summary John O’ Shea – Germany’s Minsky Moment USA: Bonds look expensive, don’t believe the hype! United States: Small business sentiment holds up United Kingdom: CPI slows dramatically Eurozone: More bad news ‘ Good morning from a blurry Dusseldorf, There’s… Read More ›

  • Ole, Ole, Ole, Ole!


    Summary Group-think and Irish football Risk assetsas QE ends A new ‘Minsky moment’? China: Trade data improves in September ‘ Good morning, As I mooch around Dusseldorf’s Old Town this morning, son in tow in his full Irish colours, I… Read More ›

  • Germany’s Pain!


    Summary Germany struggling Eurozone: When will the ECB release the results of the bank stress tests? Russia: Trade balance shrinks in August Eurozone: Italian Industrial Production rebounds in August ‘ Good morning from the flight deck, 30,000 feet up and… Read More ›

  • Germany vs the ECB!


    Summary Draghi clashes with Schaeuble Eurozone: German exports slump in August United States: Weekly job claims hit a new low Australia: Home loan demand slows ‘ ‘ Good morning, In the same way that the last battle in Northern Ireland… Read More ›

  • The Next Turn

    Next Turn

    Summary Slowing global growth, a polarized picture Bond Yields bottoming? United States: FOMC sends a dovish signal Eurozone: Spain standing strong ‘ ‘ Good morning, Recent news coverage of the Ebola crisis is truly terrifying. With roughly 3,866 confirmed deaths… Read More ›

  • Turning Japanese?


    Summary Japan: Foot off the pedal Globe: IMF Cuts Global Growth United States: Job openings increase United Kingdom: Signs of credit tightening Eurozone: German Industry slides ‘ ‘ Good morning, While the forex world was hanging on every word from… Read More ›

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