I am not sure which planet some private bankers are from but I am seeing headlines that Yellen is dovish in the in-box whilst strategy pieces that are meant for distribution only to… Continue reading
The noisy minority continues to bleat … “secular stagnation”, “complacency”, crash, crash, crash is coming. “secular stagnation” was brought up by Larry Summers in December last year and I have been quite a… Continue reading
I am not sure if, like me, you feel like you are living in a Nanny marketplace because for weeks and months, I have been struggling to find an apt word to describe… Continue reading
The wonder of a perfectly engineered market that is devoid of the unexpected that sustains historic record lows in volatility, is that it allows the imagination to flourish a little. My reverie today… Continue reading
JOKES. Draghi speaks on Monday night. Market Mood Monitor. Yellen spoke last night. Market Mood Monitor. The market was waiting for the reports/interpretations and the reporters/interpreters were waiting for the market to decide… Continue reading
One by one the rates experts came out after last week’s astounding Non Farm Payrolls to revise their expectations of when the Fed is expected to hike rates after the taper ends in… Continue reading
9 days into the second half of 2014 and USDSGD makes its year to date low of 1.24 19 oops 1.2418 as I type and Jowoki becomes the new Indonesia President. Think nothing… Continue reading
Amazing numbers from America to mark a happy 4th of July for the markets around world – stock markets, mostly. The highly anticipated US Non Farm Payrolls last night smashed new lows in… Continue reading
“Gross domestic product fell at a 2.9 percent annualized rate, more than forecast and the worst reading since the same three months in 2009, after a previously reported 1 percent drop, the Commerce… Continue reading