Market Commentary: Wednesday 4th December
A volatile Asian session followed a sudden declaration of martial law in Korea, which was later revoked by a unanimous 190-0 vote by the National Assembly....
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Market Commentary (2)
Market Commentary: Tuesday 3rd December
Another positive tone for Asian equity markets, as the Biden administration’s fresh restrictions on tech exports to China fell short of earlier proposals that...
Market Commentary: Monday 2nd December
Welcome to December – and nearly another year over! Overnight, equities have performed strongly, with my Bloomberg screen a sea of green. China’s official...
Market Commentary: Friday 29th November
Welcome to Black Friday which historically symbolised the day when retailers, traditionally operating in the red, finally moved in the black. Oh how this has...
Market Commentary: Thursday 28th November
Happy Thanksgiving! This explains the quieter news flow. Overnight, Korea's central bank cut the key interest rate by 25bp to 3.00%, against the consensus...
Market Commentary: Wednesday 27th November
As we approach the Thanksgiving holiday and market liquidity thins, several key headlines emerged overnight. Israel and Lebanon's Hezbollah have agreed to a...
Market Commentary: Tuesday 26th November
The main news overnight is that President-elect Donald Trump has vowed to implement his "America First" policies. This includes additional tariffs on China as...
Market Commentary: Monday 25th November
Overnight, the dollar has retreated from the gains it made last week, mainly due to Trump’s selection of Scott Bessent as Treasury Secretary. This choice is...
Market Commentary: Friday 22nd November
Overnight, the CSI 300 is down 3%, marking a second straight week of losses. The index remains heavily correlated with the incoming Trump administration, with...
Market Commentary: Thursday 21st November
Nvidia, Nvidia, Nvidia—the numbers looked good. Revenue was $35bn, up 6%, with 3Q adjusted EPS at 81 cents, beating estimates of 74 cents. Yet, the stock has...
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...
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....
