Market Overview Analysis & Opinion

EuropeEurope’s markets have rebounded after yesterday’s losses on reports out of the US that a budget blueprint had been agreed for 2018 that increased the probability that we could see a...

Nordic outlook: moving closer togetherWe expect the ECB to extend QE by nine months at EUR30bn per month The Fed is on track for a December hike EUR/USD range trading for now but still higher in...

Market Movers ahead In the euro area, we expect the ECB to announce a QE extension by nine months at a pace of EUR30bn. Apart from a scaling down of QE purchases, we do not expect the ECB to make any...

Risk assets are supported by a long list of favourable factors - not least of all strong profit growth and cautious central banks.A moderate slowdown in China would cause some headwind for EM assets -...

US equity markets are on course to open higher on the final trading day of the week, having recovered strongly following a tough start on Thursday to end the day in the green.The buy the dip mentality...

A relatively uneventful Friday morning saw the pound turn its initial losses around, while the FTSE pulled back from its record peak-flirting highs. It’s hard to see exactly what has prompted...

Despite a negative European session, yesterday’s dip in US markets lasted all of about a few hours as investors put aside their concerns about some soft earnings and an escalation in the...

EuropeIn stark contrast to the slow moves higher in the last few days, today we’ve seen a bit of an air pocket open up as European markets dropped sharply today with the DAX and FTSE100 both...

European markets have started the day firmly on the back foot as a raft of company report earnings missed expectations, while investors await the next steps with respect to the constitutional crisis...

A larger than expected drop in UK retail sales has weighed on the pound, with sterling dropping to its lowest level of the week against the US dollar shortly after the release.Against consensus...

The week’s trifecta of key UK data comes to a close this Thursday, as September’s retail sales reading is released. Once again sterling has gotten off to a slow start. Cable is down 0.1%,...

US markets once again saw record highs yesterday with IBM (NYSE:IBM) leading the way, posting its best one day performance since 2009, while banking stocks also performed well as yields edged higher...

The week’s data, and subsequent Bank of England rate-hike uncertainty, continued to weigh on the pound this Wednesday. A week with a 3.0%, 5 year high inflation reading should have been a dream...

EuropeEuropean markets have enjoyed a broadly positive day today, helped by a weaker pound and euro sending the German DAX to new record highs, while the FTSE100 is once again closing in on the 7,550...