DOWN, DOWN. HOW LOW CAN FORECASTS GO?

March 18, 2018 As they say, one swallow does not make a spring.  But markets may well be thinking the same over forecasts.

KING DOLLAR.

March 15, 2018 When Larry Kudlow held his first press conference on CNBC after being appointed Trump’s economic adviser, the first thing that he said was making the dollar, King Dollar.

CIRQUE DE TRUMP

March 14, 2018 On a day when markets should have been positive, they weren’t. Instead markets were left confused, dazed and befuddled, not knowing what to do.

IS THE TIDE TURNING?

March 14, 2018 Markets over the last few days have been traded relatively thinly but the consistent theme has been taking risk off the table and watching bonds rally just a little.

OFF, ON AGAIN?

March 13, 2018 After the euphoria of the possible meeting between Kim and Trump wore off,  the markets settled down quickly to try and digest just what Trump’s tariffs would mean for the U.S.

WHAT A SHEMOZZLE!

March 11, 2018 A couple of things happened Friday. First, there was an outbreak of supposed peace as Trump took centre stage and claimed to have forced North Korea to its knees after ramping up sanctions against the rogue State.

GO TAKE A BEX!

March 8, 2018 Markets today awoke to the news that the one proponent of free trade on Trump’s team had resigned.

OOPS, IT’S HAPPENED AGAIN.

March 8, 2018 Someone forgot to slip Trump that Bex we talked about yesterday because today the tariffs were announced and to quote the ECB President Mario Draghi “if you put tariffs against your allies, one wonders who your enemies are”.

BACK TO TOMORROW!

March 7, 2018 Markets now seem to have opined that Trump was merely barking when he announced his tariff policy.