Market Overview Analysis & Opinion

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...

Once again Larry Kudlow took the edge off the markets losses this week, his downplaying of the trade war rhetoric lifting the Dow Jones from its session lows. Not that Kudlow has completely erased the...

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...

Trump Tariffs Overshadow US Jobs DayIt’s jobs report day in the US and yet, as has been the case for most of the week, attention is firmly on the latest wrangling between the US and China, with...

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...

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,...

Buyers came back with a vengeance on Thursday. It was a complete one-eighty from Wednesday’s rout. The bounce-back attributed to White House economic advisor Larry Kudlow easing trade war fears...

By Vincent MivelazThe Reserve Bank of India will update today on monetary policy. Investors will see if central bankers maintain the benchmark lending rate at 6% (fully priced-in scenario) or reduce...