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Market Commentary (4)
Overnight, Chinese equities have rallied sending property and technology companies listed in Hong Kong on their way to their best week on record, the moves...
Market Commentary: Thursday 26th September
Another good night for Asian equities. The Hang Seng is up 3%, as is the CSI 300, mainly related to the headline that "China is to implement 'FORCEFUL'...
Market Commentary: Wednesday 25th September
Chinese stocks continue their strong run as investors bet that the Chinese government's stimulus package will kickstart the economy and provide a floor under...
Market Commentary: Tuesday 24th September
The CSI 300 is up 4%, and the Hang Seng is nearing that level as well, as China's central bank unleashed a blitz of policy support for the economy. The...
Market Commentary: Monday 23rd September
If last week was about central banks' actions, then this week will be about central bank speeches. First up, we have Atlanta Fed President Raphael Bostic,...
Market Commentary: Friday 20th September
Stock futures in Europe and the US fell overnight (Eurostoxx 50 futures down 0.4%, S&P 500 futures down 0.2%), while Asian equities advanced. This followed the...
Market Commentary: Thursday 19th September
Oh, what a night! The Fed cut by 50 basis points to a corridor of 4.75% - 5% (Lower Bound / Upper Bound), marking its first reduction in more than four years....
Market Commentary: Wednesday 18th September
The Fed interest rate decision is the main event today. Although the fact they will cut rates is in no doubt, markets are however divided on how big the cut...
Market Commentary: Tuesday 17th September
The 25 or 50 debate continues ahead of Wednesday's Federal Reserve meeting. The case for a 50bp cut was reignited by ex-Fed official William Dudley's comments...
Market Commentary: Monday 16th September
The week ahead is all about central banks. The Federal Reserve (Fed), the Bank of England (BoE), and the Bank of Japan (BoJ) all announce interest rate...
Market Commentary: Friday 13th September
The yen has strengthened for a fourth straight day against the dollar, while stocks in the region have oscillated. The yen's rise is putting pressure on...
Market Commentary: Thursday 12th September
Event-driven markets continue today with the focus on the ECB. As mentioned earlier in the week, the Central Bank is widely expected to cut rates by 25 bps,...
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