Summary Asian Equities Strengthening Risk Appetite Returns United States: Retail sales accelerate in January The Week Ahead: US CPI to the fore Good Morning, Poor weekend for Ireland in the rugby, we just couldn’t get over the line. We saw… Read More ›
Summary On the cusp of a monetary revolution? Ditching archaic thinking, or flogging a dead horse? Central Banks: Exploring New Territories United States: Weekly jobless claims fall back Good Morning, Are we on the verge of a revolution? No, I’m… Read More ›
Summary Asia parallels Europe of ‘92 King Dollar setting the stage for Asian devaluations? Yellen’s Cautious Optimism United Kingdom: Brexit a risk to GBP Good Morning, Back in Dublin this morning after a few days in Berlin, which got me… Read More ›
Summary A Marxist’s premonition of banking sector threat Rumblings of commodity exposure in Deutsche Bank All eyes on Yellen’s testimony today United States: No recession to see here! Good Morning from Berlin, I am writing within walking distance of Rosa… Read More ›
Summary Still faithful in US Labour market strength Markets’ disconnect from economic realities Traditional harbingers of recession nowhere to be seen An alternative explanation for market pessimism Good Morning, It has all kicked off! As we discussed yesterday, the US… Read More ›
Summary German exporters’ anxiety radiating from Berlin! China growth outlooks remains a concern United States: Waiting for Wage Growth The Week Ahead: Focus on Yellen’s Testimony Good Morning from overcast Berlin, It’s always essential to visit the German capital once… Read More ›
Summary Currency round-up “Fed wants to normalize, but it can’t be forced” United States: Weekly claims still no cause for panic! United Kingdom: MPC on hold for now Good Morning, The USD stabilised following Wednesday’s 1.5% decline. As the Chinese… Read More ›
Summary Analysing 2016’s terrible first impression Refrain from flogging the dead horse! Dismissing US recession concerns Markets overpricing risks, opportunities emerge Good Morning, So the big question now after that January, is do we panic and flog everything we haven’t… Read More ›
Summary 6 Nations kicks off! Oil & equities correlation remains tight Investors overlooking soft US data? The market will be paying attention, will you? Good Morning, The 6 Nations kicks off this weekend and it’s not always the most talented… Read More ›
Summary Market round-up Sanders & Clinton both claim victory in Iowa United States: Data mixed to start the month United Kingdom: Manufacturing sentiment rebounds Good Morning, The RBA kept the cash rate unchanged at 2%, as widely expected. Elsewhere, the… Read More ›