MarketPulse Analysis & Comment

Sterling Jumps On Reports Of Brexit Compromise By Craig Erlam - Oct 01, 2018

Sterling’s extreme sensitivity to Brexit-related rumours continued on Monday, as reports of a compromise offer to resolve the Northern Ireland border problem triggered a spike in the currency....

USMCA - The New NAFTA - Supports Loonie By Dean Popplewell - Oct 01, 2018

Monday October 1: Five things the markets are talking aboutCanada’s loonie, the Mexican peso, along with North American stock futures have gained overnight after the U.S..... and Canada...

Look To Fed’s Powell For Help By Dean Popplewell - Sep 26, 2018

Wednesday September 26: Five things the markets are talking aboutGlobal stocks are trading mixed ahead of today’s FOMC rate decision, with Asian shares closing out higher, while Euro bourses are...

If In Doubt, Look To The Fed For Direction By Dean Popplewell - Sep 25, 2018 1

Tuesday September 25: Five things the markets are talking aboutIt’s a return to the drawing board for many investors who are now back online beginning their holiday shortened Asian trading...

Fed, Trade Threats To Drive Markets By Dean Popplewell - Sep 24, 2018 1

Monday September 24: Five things the markets are talking aboutGlobal equities are under pressure as China called off planned trade talks with U.S, potentially triggering an escalation in the tariff...

Sterling Down on May Brexit Warnings By Craig Erlam - Sep 21, 2018

Theresa May took to the podium on Friday in an attempt to hit back at the EU after she was humiliated in Salzburg in what was meant to be a positive meeting ahead of the Tory Party Conference. While...

Central Banks Up The Ante To Normalise Interest Rates By Dean Popplewell - Sep 21, 2018

Friday September 21: Five things the markets are talking aboutAside from trade, tariff and retaliation, central banks are upping the ante to “normalize” interest rates. This week,...

Sterling Lower As EU Rejects May Brexit Proposal By Craig Erlam - Sep 21, 2018

Investors in buoyant mood despite trade tariffs; Sterling slips as May is humiliated in Salzburg; Euro edges lower on weaker PMIs. Investors continue to brush off the ongoing trade dispute between the...

Sterling Jumps On Brexit Comments, Retail Sales Data By Craig Erlam - Sep 20, 2018

It’s been a positive start to trading in Europe on Thursday as investors continue to shrug off the latest tariffs from the US and China.Investors take tariffs in their stride, focused on White...

GBP Plunges As May Rejects Irish Border Proposal By Craig Erlam - Sep 19, 2018

Sterling is coming under heavy pressure on the back of reports that Theresa May has rejected an improved offer from the EU on the Irish border. While this is only a minor setback in what is likely to...

Markets Flat As China Quickly Responds To Tariffs By Craig Erlam - Sep 19, 2018

Markets are taking new tariffs between the US and China in their stride again on Wednesday, with stocks in Europe and futures in the US looking quite flat ahead of the open on Wall Street.Ball back in...

Where To Hide? That’s The Next Million-Dollar Question By Dean Popplewell - Sep 18, 2018

Tuesday September 18: Five things the markets are talking aboutIt was coming, the market new it was coming, just when, and how much, were the unknown variables. President Trump has imposed an...

Politics Likely To Remain Primary Driver Of Markets By Craig Erlam - Sep 18, 2018

US Futures Higher Despite New Chinese Tariffs Investors have taken US President Donald Trump’s announcement of new tariffs against China in their stride on Tuesday, with indices across much of...

Positive Brexit Comments Offer Hope For Deal; IMF Pessimistic By Craig Erlam - Sep 17, 2018

Markets Flat On Tariff Announcement ExpectationsIt’s been a mixed start to the week in financial markets as investors await a possible announcement of new tariffs on China which could come as...

No Tariffs, Now Tariffs, What Gives? By Dean Popplewell - Sep 17, 2018

Monday September 17: Five things the markets are talking aboutThe possibility of a new round on tariffs on Chinese goods is not helping equity markets this Monday morning. The ‘big’ dollar...

Prospect Of Sino-U.S. Talks Lifts Markets By Craig Erlam - Sep 14, 2018

China open to US invitation for trade talks; Carney appears in Dublin after fresh Brexit warning; Lira steadies after CBRT hike but significant risks remain. It’s been a more positive start to...

CBRT Takes Focus Off BoE And ECB Meetings By Craig Erlam - Sep 13, 2018

Turkish central bank needs aggressive hike to settle investors; BoE unlikely to change message as Brexit negotiations enter crucial stage; ECB expected to maintain slight tightening plans. Markets are...