Equities

Five Things the Markets Are Talking About: Monday, May 8

Five Things the Markets Are Talking About: Monday, May 8

Despite yesterday’s second round French Presidential vote with Emmanuel Macron victory over Le Pen (66% vs. 34%), market reaction has been relatively muted as focus turns toward global growth and corporate earnings after last week’s U.S jobs report.

Five Things the Markets are Talking About: Thursday, April 27

Five Things the Markets are Talking About: Thursday, April 27

The U.S dollar has pared gains overnight as investors digest details of the Trump administration’s tax-reform plan and deal with the Presidents U-turn on NAFTA.

Five Things the Markets are Talking About: Monday April 17

Five Things the Markets are Talking About: Monday April 17

Stocks, the US Dollar and Treasury yields are under geopolitical and economic pressure.

Five Things The Markets Are Talking About: Thursday March 2, 2017

Five Things The Markets Are Talking About: Thursday March 2, 2017

Fed-funds futures contracts suggest traders now expect the Fed to lift interest rates this month. Currently, the market shows a +80% probability for an increase on March 15, more than double the probability accessed on Tuesday.

Five Things The Markets Are Talking About: Monday February 13, 2017

Five Things The Markets Are Talking About: Monday February 13, 2017

Stateside, the markets attention this week turns to Fed Chair Yellen semi-annual testimony in Congress (Feb 14th and 15th 10:00 EST). Investors will be looking for more clues on how probable are the expectations of a March rate hike.

Five Things The Markets Are Talking About: Monday February 6, 2017

Five Things The Markets Are Talking About: Monday February 6, 2017

Last weeks market data capped a week that saw monetary policy makers in Japan, the U.K., and the U.S stand pat, at least until they can truly assess the impact of Trumponomics on global growth.

Five Things The Markets Are Talking About: Monday January 30, 2017

Five Things The Markets Are Talking About: Monday January 30, 2017

It’s not campaign rhetoric any more – capital markets are facing heightened geopolitical and trade risks after U.S President Trump’s executed an executive order last Friday to halt the immigration process from seven predominantly Muslim nations.

Five Things The Markets Are Talking About: Monday November 14, 2016

Five Things The Markets Are Talking About: Monday November 14, 2016

New U.S President elect Donald Trump continues to have a massive impact on capital markets.

Global bond markets have lost more than $1 trillion in value; their worst rout in 18-months, on investors bets that Trumps new administration would boost business investments and spending while firing up inflation.

Five Things The Markets Are Talking About: Thursday September 15, 2016

Five Things The Markets Are Talking About: Thursday September 15, 2016

Capital markets are unusually keyed into Fed decisions so investors should be expecting pockets of volatility to be somewhat plentiful ahead of next week’s FOMC rate announcement (Sept 20-21).

Five Things The Markets Are Talking About: Tuesday May 24, 2016

Five Things The Markets Are Talking About: Tuesday May 24, 2016

With Fed rhetoric remaining equities biggest hurdle, coupled with ‘little’ new U.S economic data, the end of the North American earnings season, and significant event risk in the coming month has investor sentiment shifting cautiously in favor of “wait and see.”