Archive for May 2016

Daily Note- Hurdles

Summary: Central bankers deceptive tricks Active investors not making money S&P 500 equities making zero progress . . .   Good Morning, As most of us know, trying to predict financial markets is frustrating nearly all of the time, and… Read More ›

Daily Note- No Spark

Summary: Analysts expecting flat returns from Euro equities Mixed earnings European bond yields at historically low levels   Good Morning, For the first time in two years, analysts trying to fathom the direction of Europe’s equities just left their forecasts… Read More ›

Daily Note- New Reality

Summary: Fed’s tortuous normalisation process US financial conditions tightening Strengthening Dollar   Good Morning, The follow-through from the strong FOMC Minutes finally arrived on Tuesday and EUR/USD closed at the lowest since mid-March, which is good for our position. The… Read More ›

Daily Note- Disunity

Summary:  Brexit spill over into Europe . . . US: Weekly claims drop back UK: Robust retail sales report   Good Morning, Brexit: Is it in the price? Markets remain relatively more sanguine than polls: Opinion polls show a 44%… Read More ›

Daily Note- Opportunities

Summary: Risk markets recovering Fed weary of further US dollar strength Caution within energy and mining sector   Good Morning, Since February, risk markets have recovered substantially from lows that were driven by a decline in oil prices and concerns… Read More ›

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