WHAT FLAVOUR PLEASE?

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?

SOMETHING STRANGE HAPPENED.

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.

THE MONSTER IN YOUR MIND.

April 12, 2018 The good times lasted barely two days before the monster in the mind reappeared causing markets to stall.

JUST MAYBE.

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.

WHAT TRADE WAR?

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.

HE DID IT AGAAIIIN!

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.

THE PLOT THICKENS.

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.

HERE WE GO AGAIN.

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.

THE CIRCLE OF MARKETS.

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.