Market Overview With the triumvirate of the US, France and the UK looking to bomb supposed chemical weapons plants in Syria over the weekend, geopolitical tensions have increased significantly in the region. This includes tensions with Russia and Iran. Under…
Market Overview Traders can breathe a sigh of relief as risk appetite has been given a boost this morning as President Xi of China has looked to calm nerves with a speech on his vision of China and global trade. Xi…
Market Overview Reaction to China’s retaliation on the US trade tariffs suggests that traders are becoming more immune to the negative effects of this trade spat between the world’s two largest economies. Despite China looking to go tit-for-tat with the US,…
Market Overview As traders look ahead to the ECB monetary policy and Non-farm Payrolls, the key risk events of the week, there is still uncertainty over how to react to the implementation of Trump’s trade tariffs. According to White House…
Market Overview The immediate negative threat of a trade war has receded, meaning that the safe haven flows are now beginning to unwind again. In the wake of last week’s announcements from Donald Trump with tariffs on aluminium and steel…
Market Overview Perhaps equity markets have been too fixated with the perceived benefits of US tax reform and they forgot the other side of Donald Trump’s campaign to become President. Protectionism is a real threat to global markets and risk appetite,…
Market Overview The recent spike in volatility and flight to safety was driven by the fear that the fires of inflation were being stoked. Born out of a jump in US earnings growth as part of the payrolls report, bond…
Market Overview Fear is a terrible affliction in markets. Right now there is a fear that inflation is showing signs of running away in major economies and there will need to be a response by major central banks to combat…
Market Overview After such a precipitous sell-off last week, the question traders will be asking themselves this week as they return to their desks after the weekend, is whether there is scope for further losses, or could the embattled dollar engage…
Market Overview Whilst focus has been on moves on the yen for much of this week, the dollar has been hit with some significant volatility in the past 24 hours. Reports out of China suggest that officials are recommending scaling…