Trumponomics

Five Things The Markets Are Talking About: Monday February 27

Five Things The Markets Are Talking About: Monday February 27

It’s a nervy time for investors.  There are many factors that should be supporting riskier assets – improving economic outlooks in the U.S, Europe and China, including raising short term interest rates and continued bond buying.

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: From Trump’s Inauguration to Dollar Volatility and More

Five Things the Markets are Talking About: From Trump’s Inauguration to Dollar Volatility and More

The market is looking for clarity from the Trump administration. Today all eyes were on the content and style of President’s elect inauguration speech looking for indications that the administration will follow through on pro-growth campaign promises.

The Week Ahead: Trump Presser Weakens Dollar Awaiting US Inflation Report

The Week Ahead: Trump Presser Weakens Dollar Awaiting US Inflation Report

The defining moment of the week for the USD came as the first press conference of the President-elect Donald Trump unfolded. Few details on topics the market cared like infrastructure spending or fiscal stimulus were shared while the most combative aspects of his campaign were in full view. Inauguration on Friday, January 20 starts the countdown for the first 100 days of the Trump era that is expected to deliver bold action that could see the USD appreciate across the board

Five Things The Markets Are Talking About: Thursday January 12, 2017

Five Things The Markets Are Talking About: Thursday January 12, 2017

U.S dollar bulls should be preparing for many more Trump disappointments. Yesterday’s was the first, but certainly not the last. In his first press briefing as U.S. president-elect, Trump presided over a wide-ranging session that touched on many topics, but with little substance.

The Week Ahead: US Wage Gains Lift Dollar Despite Jobs Miss

The Week Ahead: US Wage Gains Lift Dollar Despite Jobs Miss

The markets picked up where they left off last year. The release of the FOMC minutes from the December meeting along with President-elect Trump’s tweets impacted prices and almost overshadowed the release of the biggest economic indicator: the non-farm payroll report.

Five Things The Markets Are Talking About: Thursday January 5, 2017

Five Things The Markets Are Talking About: Thursday January 5, 2017

Fed minutes released yesterday revealed that apart from a unanimous agreement to raise interest rates for the first time in a decade last month, the committee expressed concerns as to the results of future Trump policies, with a view to maintain a “wait-and-see approach.”

Five Things The Markets Are Talking About: Monday December 19, 2016

Five Things The Markets Are Talking About: Monday December 19, 2016

The dollar and sovereign yields fell overnight while Asian shares printed a new monthly low as the market cashed in some of their recent bets on Trumponomics and the ‘reflation’ trade. However, this will be a light week on many fronts – liquidity and fundamentally.

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

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

The Fed did not surprise, they did what was expected of them on the headline, but it’s their foresight that has capital markets wildly gyrating.

The big takeaway from yesterday’s FOMC meeting is the increase in the pace of tightening that’s been signaled for next year. Policy members voted unanimously to raise its target for the fed funds rate up +0.25% to +0.5%- 0.75%.