Market Overview Analysis & Opinion

IHS Markit PMI surveys are often used to predict official economic data, such as GDP and inflation. The timeliness of PMI data¹ means policymakers and analysts have very up-to-date information...

March PMI falls to 50.6 from 51.7 in February, lowest since October last year Business sentiment remains negative Easing cost pressures help firms cut selling prices to boost sales Hong Kong’s...

First, a review of last week’s forecast:The forecast for EUR/USD turned out to be generally correct: the pair did not go beyond the 2018 mid-term side channel, going down in anticipation of data...

Chinese CPI and PPIBroadly speaking, the CPI rate in China has been rising for the past year, and last month it jumped to its highest rate in over four years. The remainder of the Chinese economy has...

EuropeEuropean stock markets are feeling the pinch this afternoon on account of the US non-farm payrolls update. The trading day started out firmly in the red as traders were spooked by President...

There is no actual trade war but the war of words is being fiercely fought. The rhetoric around trade is getting worse but the mood in the markets has improved. Despite all the back-and-fourths over a...

Mixed Asian market but lots of news out on President Trump, the WTO, Saudi crude, Turkish Lira and of course the big data from the U.S. on employment and the Non-Farm Payroll…and this time also...

While they haven’t gone away, the market’s losses failed to significantly intensify as the day went on, investors caught between their concerns over reports that Trump is set to fire...

The global trade war is moving from myth to reality. Not only is there a lot of talk, tit-for-tat action from the USA, China and EU are on the rise.The US threatened US$100 billion in tariffs and...

Stock markets in Europe are in the red this morning as the trade war fears have been ramped up. Overnight, President Trump warned China he might seek to impose more tariffs on $100 billion worth of...

European markets have started the final session of the week in a fairly subdued manner, given the news that Trump is considering slapping further tariffs on $100 billion worth of additional Chinese...

The Federal Reserve continues to tighten and other Central Banks will follow The BIS expects stocks to lose their lustre and bond yields to rise The normalisation process will be protracted, like the...

There’s been no time for investors to turn their attention to this Friday’s US non-farm jobs report, with news that Trump is considering another $100 billion in China-targeted tariffs...

Trump's announcement of a potential further $100 billion of tariffs on China briskly ended any hopes of an amicable conclusion to escalating trade tensions, initially sent Asian markets tumbling,...