Daily Note rss

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- 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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