Updates from our company and the markets

Commentary 20-09-19

20 Sep 2019

Market is getting more and more positive about potential positive talks between US and China. Kudlow yesterday said that mood is softening in the first round of meetings implying that...

Commentary 19-09-19

19 Sep 2019

Markets are set to open barely changed from yesterday close with Hang Seng on intraday lows (-1.2%) and Japan flattish post Bank of Japan statement which help policy unchanged. The...

End of Day Commentary 18-09-19

19 Sep 2019

No surprises from the Fed which has just announced a 25bps cut for a 2nd straight meeting. What was more important was the future trajectory which is somewhat hawkish showing...

Commentary 18-09-19

18 Sep 2019

Market should open flat after an uneventful session in Asia. Over the past few days we have seen momentum collapse, oil surge and overnight repo in the US explode. All...

Commentary 17-09-19

17 Sep 2019

Markets are set to open down 0.2/0.3% after a weak session in Asia. Trump overnight said Iran is likely behind the attack but said he did not want got to...

Commentary 16-09-19

16 Sep 2019

Biggest ever intraday jump for oil +20%, with WTI reaching $72 and Crude $64, following an alleged Iranian rebel strike on a Saudi Arabian oil facility Aramco, slashed about 5% of...

Commentary 13-09-19

13 Sep 2019

A very active day in volatility yesterday, with around $75bn worth of SX5E options printing (one of the busiest days of the year).  Markets are set to open small positive...

Commentary 12-09-19

12 Sep 2019

Another positive day for markets with European futures already up 0.5% thanks to a spike of the US market at the close (SPX breaking 3,000) and a positive session in...

Commentary 11-09-19

11 Sep 2019

We should see a positive open helped by a last minute recovery in US and positive Asia (Japan +1%, Hang Seng +1.7%). The sector rotation continued even yesterday as Crowding...

Commentary 10-09-19

10 Sep 2019

Markets are set to open small down. Yesterday we had subdued trading with markets barely moving and hiding the underneath sectorial pain. The rotation was important as we had a...

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