Market Commentary: Wednesday 20th November
The UK CPI data has just been released, coming in higher than expected at +0.6% m/m and +2.3% y/y in October. Estimates had predicted an increase of +0.5% m/m...
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U.S. Election 2024: Markets Brace for High-Stakes Vote as Polls Tighten
04 Nov 2024
With over 75M early votes, the tight 2024 U.S. election stirs market volatility. Swing states and potential rate hikes drive uncertainty in global markets.
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Market Commentary
Market Commentary: Tuesday 19th November
Stocks had a strong session in Asia, led by a surge in Tesla (+5.6%). Tech and telecom sectors were better bid, while energy and consumer names were softer....
Market Commentary: Monday 18th November
Overnight, Samsung Electronics’ shares jumped after South Korea’s largest company announced a surprise stock buyback plan. In Japan, Bank of Japan Governor...
Market Commentary: Friday 15th November
The dollar had another strong performance overnight, outperforming all G10 currencies. This time, the boost came from Chair Powell’s comments suggesting the...
Market Commentary: Thursday 14th November
"Mega" seems to be the new financial buzzword. Domestically, Rachel Reeves will announce plans to merge local government retirement schemes into “Megafunds” at...
Market Commentary: Wednesday 13th November
In the U.S., the new Department of Government Efficiency will be headed by Elon Musk and entrepreneur Vivek Ramaswamy. This is not a surprise, as they are...
Market Commentary: Tuesday 12th November
Trump trades dominate proceedings; the Hang Seng is down 3% as speculation builds that President Trump is poised to pick two individuals, Marco Rubio and Mike...
Market Commentary: Monday 11th November
Veterans Day – Lest We Forget. Overnight, Beijing unveiled a 10 trillion yuan ($1.4 trillion) program to defuse local governments’ debt risk but stopped short...
Market Commentary: Friday 8th November
What a week! The Fed cut rates by 0.25 bps yesterday, as did the BoE, and Trump won with 295 seats to Harris's 226. Inauguration Day is set for Jan. 20. So,...
Market Commentary: Wednesday 6th November
The "Trump Trades" are on: Bitcoin has broken $75,000, 10-year yields rose by as much as 19 basis points to a four-month high of 4.47%, DJT - Trump Media and...
Market Commentary: Tuesday 5th November
There is only one focus today: the U.S. Election. It’s a close race, with polls showing a narrow split between Trump and Harris. The potential for a disputed...
Market Commentary: Monday 2nd November
The week ahead brings fireworks and the U.S. election—what a combination! The result is too close to call. A poll released on Saturday by the well-regarded Des...
