The Federal Reserve raised US interest rates for only the second time since 2008, as forecast, but the tone of […]
The European Central Bank (ECB) did not give any guidance on 08/09/16 as to what will happen when its quantitative […]
US Retail Sales data for April showed unexpected strength after a lackluster first quarter, with 1.3% growth over the prior […]
If there has been one story dominating markets in the first two months of 2016, it has been the fall […]
Markets opened the New Year sharply down, occasioned by crashing Chinese equities, intervention by People’s Bank of China in the […]
Markets have continued their grind upwards over the week commencing 19 October, marking a good period for risky assets as the ECB will have wanted.
While there’s no strong correlation between Chinese GDP and the Shanghai Composite Index the recent falls in China’s stock markets do, in our view, have ramifications for the global economy.
We are more than a quarter of the way into the year which has promised much in the way of […]
BoE Governor Mark Carney, “We have a very low inflation environment right now, largely caused by commodity prices and an ability to look through that”
As 2015 starts, it looks like the issues that defined 2014 will dominate the New Year as well: oil prices continue to fall and the euro faces more pressure.