Friday, 23rd of November 2018 It is November, Friday, and Thanksgiving, with its usual Black Friday frenzy for shoppers and companies alike… well, if we look at markets, there was more to be not so thankful for in the past few weeks…. Between Brexit angst, US-China trade war saga, Fed int...
Friday, 16th of November 2018 From very close we see it is Friday again, step back a little and we realise it is mid-November. Another step back and this perspective shows us we are closing in on year-end and another Christmas. Didn’t we just discuss Q3 earnings? Yes, time flies by all of u...
Friday, 9th of November 2018 November started on a much rosier note than the month of October. Already the 2 last days of October reversed the negative direction in worldwide equity markets. Then last Friday, markets were reassured with a strong job report out of the US, which showed unemploy...
Friday, 19th of October 2018 We are closing-out a nasty week… Another one, where fears of rising interest rates, brewing political conflict between the USA and Saudi Arabia and further commercial ‘misunderstandings between the USA and China are spreading jitters with the global investors th...
Friday, 12th of October 2018 Hurricane season is clearly not over… As a natural one slams into the Florida panhandle, another, man-made storm slams into Wall Street (and then everywhere else). Whilst we have some understanding as to hurricane formation and timing, we really pain to explain t...
Friday, 5th of October 2018 First Friday of October, a month notorious for excitement, if one equates rollercoasters with excitement… This 2018 start sure looks to be a “good one”… Oil jumped to the highest level in nearly four years as a slowdown in American drilling added to concern ...
Friday, 28th of September 2018 End of Q3 is today for the markets, as it is the last trading day of the month. Basically, we can summarize the quarter as continuing to be good for US equities, with all 3 major indices hitting record highs, and vastly outperforming other European markets and ...
