Archive for December 2014

Merry Christmas!

‘ ‘ ‘ ‘ ‘ ‘ Good Day, As we enter the Christmas period and market data begins to slow, we wish to inform you that we will be taking a brief pause from the Daily Notes, starting Tuesday 23rd December through to Monday 5th January…. Read More ›

North Korea again!

Summary Muddled ECB moves closer to QE in January China: Government cuts “red tape” further Week ahead: Shortened week but still some key data ‘ ‘ Good morning, It wouldn’t be Christmas without a threat from North Korea. This time… Read More ›

Launch date looms

Summary United States: What’s the fixation on inflation United Kingdom: Retails sales increase in November Eurozone: German business confidence improves ‘ ‘ ‘ ‘ ‘ Good morning, After Wednesday’s FOMC meeting, the latest Reuters poll shows that 24 out of… Read More ›

A Minsky Moment?

Summary EM Crisis: Oil and emerging markets Russia: Full blown currency crisis United States: Better IP data Eurozone: Bundesbank irrelevant now China: Business sentiment slows ‘ ‘ Good morning, Unfortunately, the last time I saw something like this oil was… Read More ›

Oil Slump

Summary Stocks and Oil continues to slide United States: Consumer confidence hits a 10 year high Eurozone: Weak start to Q4 activity data The Week ahead: All about the Fed Good morning, Although much has been made of the windfall… Read More ›

No easy decisions

Summary Thinking like an Italian Eurozone: Industrial production slows in Italy Crude Oil: Breaking thresholds United States: Retail Sales accelerate China: Activity data in line with expectations ‘ ‘ Good morning, Heading into yesterday, the positioning ahead of the TLTRO… Read More ›

Oil Bust!

Summary Oil makes a new low as markets continue lower Eurozone: French Industrial Production slows in October Turkey: Growth slowed more than expected in Q3 ‘ ‘ Good morning, Everyone is a genius in a flat market, but when a… Read More ›

Risk Off!

Summary Equities move to risk off Eurozone: Fresh elections in Greece United States: Small business confident Australia: Supervision on alert United Kingdom: Industrial production slows ‘ ‘ Good morning, Somethings just go from bad to worse. The poor Scousers, out… Read More ›

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