Submitted Apr 13, 2017|From marketpulse.com|8 comments

Thursday April 13: Five things the markets are talking about Capital markets were heading into an Easter holiday stupor before President Trump “intentionally ” shook things up in a press conference late Wednesday afternoon. Trump said that a strong ...

Submitted Apr 10, 2017|From marketpulse.com|1 comment

Monday April 10: Five things the markets are talking about Capital markets are showing resilience this morning in the face of last Friday’s weaker than expected non-farm payroll report (NFP) and heightened geopolitical tensions, with demand for ...

Submitted Apr 7, 2017|From marketpulse.com

Friday April 7: Five things the markets are talking about Momentum in the U.S labor market was strong going into last month, however bad weather during non-farm payroll’s (NFP) mid-March sample week pose the risk of weather-related delays in hiring. ...

Submitted Apr 6, 2017|From marketpulse.com

Dollar higher ahead of NFP The US dollar is higher against most major currency pairs before the China-US summit and the release of the US employment report. Chinese President Xi Jinping has landed in Florida to meet with US counterpart Donald Trump ...

Submitted Apr 5, 2017|From marketpulse.com|1 comment

Wednesday April 5: Five things the markets are talking about Two and two are not adding up – softer U.S data is flying in the face of consumer sentiment, now at 17- and 11-year highs. The retreat in the U.S auto sector report on Monday mirrors the ...

Submitted Apr 4, 2017|From marketpulse.com

Tuesday April 4: Five things the markets are talking about With a number of the Asian market on a bank holiday, the rest of the market seems to be taking stock ahead of Friday’s non-farm payroll (NFP) report, tomorrow’s FOMC minutes and the small ...

Submitted Apr 3, 2017|From marketpulse.com

Monday April 3: Five things the markets are talking about Global stocks and the “mighty” dollar are starting Q2 on a positive note despite investor caution ahead of the first “superpower” meeting between U.S President Trump and China’s Xi Jinping ...

Submitted Mar 30, 2017|From marketpulse.com|3 comments

Thursday March 30: Five things the markets are talking about U.K’s divorce proceeding with the E.U have officially begun, and like most separations, expect the “children,” in this case the electorate, who will be the most affected when things get ...

Submitted Mar 28, 2017|From marketpulse.com

The GOP’s healthcare failure has not derailed market sentiment about fiscal stimulus it has temporarily modified it. For now, with the pendulum of U.S political momentum having swayed in favor of ‘gridlock’ continues to hamper the “big” dollars ...

Submitted Mar 10, 2017|From marketpulse.com|1 comment

An upbeat payrolls report will add to expectations that the Fed will raise rates next week (Mar 14-15). Today’s headline print is expected to be high (+197k and +4.7%) given the extremely high ADP employment figures we have seen this week. Any ...

Submitted Mar 6, 2017|From marketpulse.com

At the National People’s Congress (NPC) this weekend, China adjusted its economic target for 2017. They expect a GDP target of “around +6.5% or higher if possible” vs. +6.5-7.0% in 2016. Leaders also lowered M2 money supply to +12% from +13% and ...

Submitted Mar 3, 2017|From marketpulse.com

U.S economic data continues to be bullish and above expectations, coupled with the most recent comments from Fed officials this week are supporting growing expectations of a rate hike in a fortnight by the Fed. Expect Fed Chair Yellen’s speech today ...

Submitted Feb 27, 2017|From marketpulse.com|1 comment

It’s a nervy time for investors. There are many factors that should be supporting riskier assets – improving economic outlooks in the U.S, Europe and China; U.S. corporate earnings and a gradual approach by the Fed to raise short-term interest rates ...

Submitted Feb 17, 2017|From marketpulse.com

The FX majors (€1.0645, £1.2403, ¥112.86) are confined to tight trading ranges in the absence of meaningful data; with the USD index trading atop of its one-week lows. Already this week, U.S yields have brushed off most of the recent upbeat data and ...

Submitted Feb 16, 2017|From marketpulse.com|1 comment

A number of Fed officials chimed in Tuesday and Wednesday to reinforce Ms. Yellen’s message that they expect to raise short-term interest rates in coming months, perhaps as soon as March. In two days of congressional testimony, Yellen said the Fed ...

Submitted Feb 13, 2017|From marketpulse.com

Stateside, the markets attention this week turns to Fed Chair Yellen semi-annual testimony in Congress (Feb 14th and 15th 10:00 EST). Investors will be looking for more clues on how probable are the expectations of a March rate hike. Note: The last ...

Submitted Feb 9, 2017|From marketpulse.com|1 comment

With currency manipulation trending strongly on Trump’s twitter rants, tomorrow’s high profile Abe-Trump summit will be closely scrutinized. Japanese Prime Minister Abe has signaled he is prepared to discuss the currency issues at G20 and will try ...

Submitted Feb 6, 2017|From marketpulse.com|1 comment

Last weeks market data capped a week that saw monetary policy makers in Japan, the U.K. and the U.S stand pat, at least until they can truly assess the impact of Trumponomics on global growth. The odds for a Fed March rate hike have dropped after ...

Submitted Feb 3, 2017|From marketpulse.com

Will the dollar get any relief from a strong non-farm payroll (NFP) report today? Yesterday, the dollar fell to its lowest level in more than two-months across the board, as doubts grow about whether Trump’s administration would prioritize promises ...

Submitted Jan 27, 2017|From marketpulse.com

Central banks to remain on hold with politics at the forefront The dollar is weaker after the Trump administration remained more focused on anti-trade policies than the fiscal stimulus and infrastructure spending that lifted inflation expectations ...