Tag: daily macro commentary
Dollar Higher as Yields hit 3%
A sustained period of Dollar strength on the horizon
As analysts made their predictions for 2018 back in December/January, very few predicted the rally in...
Kim Jong-un; “The dollar’s Friend”
Greenback receiving support from unusual places
I never considered that the catalyst for a recovery in the dollar would be the North Korean Leader, but...
Sterling Still the “Only game in Town”
Good Bad or Indifferent?
Sterling is fast becoming the “Marmite currency”. Marmite, for those who don’t know it is a savoury spread which is often...
Sanity At Last
Data has final say
There is any number of reasons and even more theories as to why the market got so ahead of itself concerning...
Lower Inflation fails to Deter Hawks
Sterling remains firm as rates set to rise.
There are none so blind as those who will not see!
Sterling fell a little yesterday following the...
Stage One Complete
UK Rate hike still “probable”
Sterling took a well-deserved breather yesterday having scaled the heights to a level that hasn’t been seen since the Brexit...
Rate Hike Good, No Hike Bad
Sentiment driving pound to new highs
Alan Greenspan said it best, “irrational enthusiasm”.
The market has become infatuated with a rate hike in the UK. Why...
Euro Volatility Disappearing
Drivers difficult to determine
When the common currency came into being almost twenty years ago, it was said at the time that the sheer liquidity...
Trump Tones down the Rhetoric
Retaliation in Syria still “when not if”
The words of President Trump yesterday illustrated quite clearly that he had been shown, in private, that his...
Syrian Escalation set to be Major influence.
Time for Trump to show caution.
There is little doubt that there needs to be some form of retaliation if as has been proven in...