April 16, 2018
Markets are becoming a little bit like choosing an ice cream: instead of which flavour, it's which market do I want?
April 13, 2018
The world suddenly became flat. What happened? After raging against the TPP ever since it was introduced, Trump is suddenly a supporter.
April 12, 2018
The good times lasted barely two days before the monster in the mind reappeared causing markets to stall.
April 10, 2018
The equity market moved to risk on again, and that’s all predicated on the Chinese and the U.S. coming to some form of agreement over trade. Yet nothing has been formally or informally agreed.
April 9, 2018
What trade war? That’s pretty much what the equity market said today. After soothing statements from Kudlow and Mnuchin, the equity market picked up its ball and started playing again.
April 8, 2018
It's hard to know what is happening in the Trump Administration. However, one errant tweet on late Thursday sent the markets off in various tangents.
April 6, 2018
Today’s rally in the equities market was somewhat curious. Much of the recent market moves can be attributed to discussions around tariffs not impacting the U.S. economy and two rate hikes by the end of the year.
April 4, 2018
Markets shrugged off the previous day’s ISM report. It even shrugged off the part that even though its early days in Trump's tariff wars, some materials have materially increased in price.
April 4, 2018
Just when the equity market bears thought it was time to come out and play, the bulls arrived in the nick of time.