Submitted Aug 23, 2016|From marketpulse.com

With investors reluctant to place large directional bets ahead of the Jackson Hole address by Fed chair Yellen this Friday has asset price moves remaining somewhat contained. Despite this, the ‘mighty’ dollar is beginning to look a tad sicklier ...

Submitted Aug 22, 2016|From marketpulse.com

Most of the big’ dollars strength has come on the back of a number of ‘bullish’ Fed member comments over the past few sessions. Late last week, Fed members Dudley and Williams both suggested that they would not completely rule out an interest rates ...

Submitted Aug 18, 2016|From marketpulse.com|2 comments

Post-Brexit data this morning shows that U.K consumer happily visited shops last month. Most on the street had expected the late June vote to leave the E.U would hurt U.K consumer spending – apparently not. Today’s number covers the first full month ...

Submitted Aug 17, 2016|From marketpulse.com

Today’s is FOMC minute’s reporting day. Will investors get the granularity on the timing of U.S rate normalization they so much crave? Market odds are leaning towards a resounding ‘no.’ Already this week, investors have been served up some mixed ...

Submitted Aug 15, 2016|From marketpulse.com

Capital markets are again adjusting themselves to disappointing data from the world’s largest economy. Friday’s July U.S retail sales data was not inspiring, with both the headline and core readings flat on a m/m basis, a big deceleration from the ...

Submitted Aug 3, 2016|From marketpulse.com

The dollar has fallen to its lowest level since the U.K.’s vote to leave the European Union due to the markets growing scepticism about policy makers’ efforts to boost growth and as oil prices hover around their three-month lows. Investors are ...

Submitted Aug 2, 2016|From marketpulse.com|1 comment

The ‘mighty’ dollar continues to bear the weight of last Friday’s poor preliminary U.S GDP data release and a ‘dovish’ Fed, underperforming against a plethora of G20 currencies. Basically, the market is again re-evaluating its timeline for the next ...

Submitted Jul 28, 2016|From marketpulse.com|1 comment

Despite being more upbeat than last months message, yesterday’s Federal Open Market Committee (FOMC) announcement has failed to lift the mighty dollar. The Fed’s statement is considered evenly balanced. They acknowledged the strengthening labor ...

Submitted Jul 27, 2016|From marketpulse.com|1 comment

Investors will need to watch this afternoon’s FOMC statement on monetary policy closely. The central bank is not expected to move interest rates this week, but any hints on the likelihood of a future rate rise could move markets. With no press ...

Submitted Jul 20, 2016|From marketpulse.com

Capital markets are on the move despite the waiting game for monetary policy direction from Tier I central banks over the next few weeks (ECB tomorrow). In yesterday’s session, the Dow ended slightly above its record high close for the sixth ...

Submitted Jul 19, 2016|From marketpulse.com

The European Central Bank (ECB) meets this Thursday and is expected to leave its policy unchanged. That goes for the Fed too, they meet on July 27. In contrast, the Bank of Japan (BoJ), who meets at the end of the month (July 28/29), is anticipated ...

Submitted Jul 15, 2016|From marketpulse.com

On Thursday July 14, the Bank of England (BoE) announcement saw eight MPC members voting for a ‘no’ change in U.K monetary policy, while clearly signalling their intention to provide more stimulus next month having warned in advance of the June 23 ...

Submitted Jul 13, 2016|From marketpulse.com|3 comments

The Bank of England (BoE) is expected to cut its benchmark interest rate to a new record low (+0.25%) tomorrow, or at the very least send a strong message to the market that a cut is imminent now that the U.K electorate has voted to leave the EU. ...

Submitted Jul 8, 2016|From marketpulse.com

Investors continue to look for signs that the U.S. economy remains on solid ground, and today’s ‘granddaddy’ of all fundamental releases, non-farm payrolls (NFP), will provide a fresh glimpse of the health of the U.S economy. Last month’s employment ...

Submitted Jul 6, 2016|From marketpulse.com|8 comments

The theme thus far, in this holiday shortened trading week, has been all about risk aversion. Investors it seems prefer to proceed with caution, egged on by the Bank of England’s (BoE) negative indictment of the U.K economy after the historic Brexit ...

Submitted Jul 5, 2016|From marketpulse.com

Post Brexit jitters this morning has returned to hurt the pound, putting an end to last week’s relief rally, and push sterling to a new two-and-a-half year low against the EUR. Today’s instigators are the news of Standard Life Investments suspending ...

Submitted Jul 4, 2016|From marketpulse.com|3 comments

Stateside, this is a holiday shortened trading week, one that will be dominated by two fundamental events – Wednesday’s FOMC minutes and Friday’s non-farm payroll (NFP) report for June. With no surprises expected in the minutes, both dealers and ...

Submitted Jun 30, 2016|From marketpulse.com

Both month-end and quarter-end portfolio rebalancing demands are expected to temporarily gloss over some of the ills that last week’s shock Brexit vote would bring to capital markets. Global equities have caught a bid into month end, sovereign ...

Submitted Jun 21, 2016|From marketpulse.com|4 comments

Current market sentiment remains highly correlated to Brexit speculation. Global bourses are relatively mixed in the overnight session; a day after a strong risk rally was supported by U.K weekend referendum polls. Earlier this morning, Sterling ...

Submitted Jun 20, 2016|From marketpulse.com

With Britain going to the polls Thursday (June 23) to vote on its European Union membership is just one of several significant events this week that could have a massive impact on the ECB. Elsewhere, in Spain a national election could raise further ...