Archive for August 2014

New Russia

Summary Ukraine: tensions build Eurozone: Pressure mounts on the ECB United States: Q2 GDP revised up     Good morning, I can’t state enough this simple fact: Russia Matters. Russia and what happens next in Ukraine affect the German supply… Read More ›

Wealth Effect?

Summary United States: Wealth effect? United States: Durable Goods post a record increase China: Ahead of key data we review our stance . . Good morning, The markets love the Fed, not because they love central bankers (although they should… Read More ›

France, a big Italy?

Summary Eurozone: Patrick Vieira’s view Eurozone: Draghi plays politics Israel: You want to understand Stanley Fischer? United States: New Home Sales hold steady . Good morning, Today I would like to quote that great French social philosopher, Patrick Vieira. In… Read More ›

Middle Ground

Summary Yellen moves to the middle ground United States: Rate differentials continue to drive FX The Week Ahead: Eurozone Bank Lending along with US GDP key focus   Good morning, One of the team is just back from a short… Read More ›

A multi speed world

Summary Global markets beginning to diverge China: Manufacturing sentiment slows United States: FOMC minutes suggest an increasingly hawkish board United Kingdom: Two MPC members vote for a rate increase   Good day, As we wait for Federal Reserve Chairman Janet… Read More ›

Is Stan the Man?

Summary Stanley Fisher’s first keynote speech Eurozone: Economic data continues to slow United Kingdom: Inflation report suggests 2015 for the first rate rise United States: Small business confidence improves in July . Good day, We have long talked about the… Read More ›

Air Strikes

Summary Eurozone: Draghi talks down the Euro again Eurozone: Poor data weights on sentiment Taiwan: Exports slow, some concern for global growth United States: Corporate earnings exceed expectations once again United States: Data still looking good . Good morning, We… Read More ›

Shifting Landscape

Summary The Middle East unravelling? United States: Trade balance improves United Kingdom: Economic imbalances persist Eurozone: Double whammy of poor data Eurozone: ECB preview . Good morning, With all eyes on the needless loss of young life in the latest… Read More ›

Size Matters?

Summary Investment Ideas: US mid–caps worth a look? Geo-politics: Poles stirring it up? United States: Service sector accelerates in July United Kingdom: Business sentiment boost in July Eurozone: Italian business sentiment slows in July     Good morning, Golfers refer… Read More ›

Plugging the Gaps

Summary Eurozone: Banco Espirito Santo gets its bailout Turkey: Inflation accelerates in July United States: 12 of 18 US primary dealers say Federal Reserve won’t raise interest rates before second half 2015 United Kingdom: Shadow MPC in favour of early… Read More ›

Powered by WishList Member - Membership Software