Market In Review 13/2023
At face value, all seems OK in the USA. They are getting bailouts, economic data still strong (PMIs) and stock market finished up on the week. However, pop the hood and the engine underneath tells a different story.
Market In Review 12/2023
More bank runs as we get to hear from the US Fed this week.
Market In Review 11/2023
Things are starting to get messy! Two US banks folded this week, one of them being the 2nd largest collapse in US history.
Market In Review 10/2023
For over a decade I have raged at Quantitative Easing as an evil instrument, a band-aid solution that ultimately just shifted wealth from the middle class to the upper class.
Market In Review 09/2023
As inflation weakened throughout the last half of 2022 everyone was talking about and positioning for a Fed “pivot”. That narrative is now dead
Market In Review
US inflation this week came out higher than expected across Core and pipeline inflation numbers along with retail spending.
Market In Review 07/2023
For us FX traders, the search for yield comes in the form of getting the direction right and not fussed about the direction, as long as it is moving there is opportunity for a return. T
Market In Review 06/2023
It was a roller coaster of a week after super Thursday saw the central banks of USA, UK and EU all raise rates but indicate that they are close to the end of the cycle.
Market In Review 05/2023
If you live for volatility and were bored, or could not find a trade last week, then this is your week. Vol’ is gonna be all over the shop. Trade accordingly.
Market In Review 04/2023
Despite the Fed heads jawboning, which bonds reacted to but stocks did not, the market ended last week jubilant that a soft landing is likely.
