JPY

The Bannon Bounce?

The Bannon Bounce?

Debate unfolds as to what Bannon’s removal means for the Trump administration's economic agenda. See how his departure is affecting the market, especially in regard to the Jackson Hole meeting this week. 

How the Markets could React to a North Korea Strike

How the Markets could React to a North Korea Strike

With North Korea's missile comments this morning, we identify possible market reactions to follow through or retaliation, including scenarios under ‘flash’ and ‘short-term’ constraints.

The Week Ahead: Bank of Japan in the Spotlight

The Week Ahead: Bank of Japan in the Spotlight

The USD is higher across the board after the Fed finally announced its much awaited rate hike. The market had already priced in the 25 basis points rate hike to the Fed funds rate, but the hawkish tone of the FOMC statement, dot plot and Fed Chair Janet Yellen’s press conference have boosted the USD and solidified the strong dollar rally. Improving U.S. economic conditions were cited and the expectation now is of at least 3 rate hikes in 2017. The effect of those improved forecasts have been felt around the globe.

Five Things The Markets Are Talking About: Thursday September 22, 2016

Five Things The Markets Are Talking About: Thursday September 22, 2016

Can we shout deja vu loud enough? The Fed came with the same story, just inserted different figures and months. Chair Yellen and company left rates unchanged yesterday, but pointed to an increased likelihood of a hike in November or December – if they don’t, their credibility is shot.

Market Events To Watch This Week: August 1, 2016

Market Events To Watch This Week: August 1, 2016

The U.S. Federal Reserve and the Bank of Japan (BOJ) showed the two sides of central bank action this week. The Fed’s Federal Open Market Committee (FOMC) ended with no change to the U.S. benchmark interest rate.

Five things the markets are talking about: Thursday June 16, 2016

Five things the markets are talking about: Thursday June 16, 2016

Yesterday was not a good day for the Fed’s credibility. U.S policy members did what was expected of them, and not hike rates, but their interpretation of “clarity” going forward is considered disappointing.

Five Things The Markets Are Talking About: Monday April 25th, 2016

Five Things The Markets Are Talking About: Monday April 25th, 2016

While the Fed is expected to maintain the status quo, Governor Kuroda could ease given the fallout from the recent earthquakes, already slow growth and non-existent inflation. 

5 Things The Markets Are Talking About: Monday April 18, 2016

5 Things The Markets Are Talking About: Monday April 18, 2016

Are investors back to trading risk? U.S markets started this week under modest pressure after oil producers failed to reach a deal on an output freeze in Doha over the weekend. Naturally, the energy complex started the week gapping lower, along with the commodity sensitive bloc of currencies. Nevertheless, bargain basement hunters did appear mid-session yesterday and eventually pushed the Dow Jones Industrial average to surpass the +18k psychological mark for the first time in nearly a year.