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Market Commentary (13)
Global stock markets continue their strong performance into quarter end and the Easter break - S&P +10%, Nasdaq +9.25%, DAX +10.3%. Data wise today we saw...
Market Commentary: Monday 25th March
This week trading activity is compressed into 4 days. Easter Celebrations shorten the week, looking at the equity markets with the S%P +2.7%, the DAX up 3.11%...
Market Commentary: Friday 22nd March
A quick recap of yesterday's Central Bank activity, the BoE was unchanged at 5.25%, the SNB cut 0.25% to 1.5%, the Norges Bank was unchanged at 4.50% and the...
Market Commentary: Thursday 21st March
The FOMC decided to keep the target range for the federal funds rate unchanged at 5.25-5.50% as widely predicted. It is still anticipated that there will be...
Market Commentary: Wednesday 20th March
An exciting day but first the activity overnight saw China leave its 5-year Loan Prime Rate at 3.95% and the 1-year rate at 3.45%, as expected. We have just...
Market Commentary Tuesday 19th March
The negative rates era is officially over. The Bank of Japan last night voted 7-2 to end the world's final negative interest rate regime and move the policy...
Market Commentary: Monday 18th March
If last week was about inflation then this week is all about Central Banks. The RBA, BOJ, FED and BoE all make announcements and for the first time in a while...
Market Commentary: Friday 15th March
In commodities this morning, front month Iron Ore traded on SGX has really fallen off and is currently trading below 100 for the first time since August 2023;...
Market Commentary: Tuesday 12th March
US CPI is the main event today, core inflation is expected to have dropped slightly in February, to 3.7% from 3.9% in January, while headline inflation is...
Market Commentary: Monday 11th March
The Stella NFPs numbers are still being talked about exceeding expectations at 275,000 against a consensus call of 200,000. However, as we know at iSAM the...
Market Commentary: Thursday 7th March
Yesterday the main event was the budget in the UK. The centrepiece of which was a further 2p cut to national insurance, doubling down on the 2p cut in the...
Market Commentary: Wednesday 6th March
Yesterday saw Gold and Bitcoin both hit record new highs, both dropping back overnight, but I am keen to understand what is happening and the answer lies with...
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