Category: Blog
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MORNING MINUTE JULY 7th
AFTER A MUCH STRONGER ADP JOBS REPORT YESTERDAY, LOOKING FOR MORE OF THE SAME FROM TODAYS NFP NUMBER, WHICH WOULD CERTAINLY PRODUCE A FURTHER HAWKISH TONE FROM THE FED
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END OF DAY REPORT JULY 5th
SUMMER’S HERE AND THE TIME IS RIGHT FOR DANCING IN THE STREET!! ALTHOUGH STOCKS WERE SLIGHTLY LOWER ON THE DAY BUT OVERALL, THE TREND IS STILL YOUR FRIEND
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MORNING MINUTE JULY 5th
WEAKER PMI DATA OUT OF CHINA AND EUROZONE SEND STOCKS WEAKER AS WE AWAIT THE FED MINUTES TO GAUGE IF MORE RATE HIKES ARE COMING
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MORNING MINUTE JUNE 30th
CENTRAL BANKERS HAVE DONE A GREAT JOB OF RAISING RATES AND NOT HOPES, BUT THAT HASN’T DETERRED INVESTOR CONFIDENCE IN STOCKS
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END OF DAY REPORT JUNE 29th
STRONG ECONOMIC NUMBERS ALL ROUND SENT RATES SPIKING HIGHER AS THE MARKET STARTS TO TAKE POWELL FOR HIS WORD
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MORNING MINUTE JUNE 29th
FED CHAIRMAN POWELL INDICATED THAT THERE COULD BE 2 MORE RATE HIKES BEFORE THE END OF THE YEAR, BUT THE STOCK MARKET DIDNT SEEM TO CARE MUCH AS THE S&P HOLDS ABOVE THE 4400 LEVEL
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MID YEAR ECONOMIC OUTLOOKS FROM THE BIG HOUSES
ITS THAT TIME OF YEAR WHEN ALL THE MAJOR BANKS PUBLISH THEIR ECONOMIC OUTLOOKS, MANY DIFFER SO TAKE YOUR PICK OF WHO TO FOLLOW; BLACK ROCK; An ounce of optimism, a pound of prudence. It’s still a good time to be measured about taking risk in equities, but we believe the longer-term horizon holds particular […]
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MORNING MINUTE JUNE 28th
US CONSUMER CONFIDENCE IS ON THE UP, DESPITE MANY HEADWINDS THE BELIEF IS THAT WE ARE WINNING THE FIGHT AGAINST INFLATION
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END OF DAY REPORT JUNE 27th
Not even a report from HSBC warning of a US recession this year followed by one in Europe could keep stocks down
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MORNING MINUTE JUNE 27th
SIDEWAYS MARKETS AS INVESTORS SHRUG OFF THE RUSSIAN REBELLION WHILE THE PROMISE OF MORE STIMULUS IN CHINA DIDN’T HELP WORLDWIDE CONSENSUS THAT RATES WILL STAY HIGHER FOR LONGER