Market Insights
Money Matters
Money Matters 25th June 2019
CENTRAL BANKS ARE READY TO STEP UP, AGAIN. Two major central banks – the Federal Reserve (Fed) and the European Central Bank (ECB) – sent
Money Matters 18th June 2019
BENIGN INFLATION PUTS FUEL TO THE FIRE FOR THE FED TO CUT INTEREST RATES Inflation in the US was 1.8% YoY in May, coming in below
Money Matters 11th June 2019
TRUMP MIGHT JUST GET HIS COVETED RATE CUT SOON It very much looks like the market has made up its mind that the Fed funds rate
Money Matters 4th June 2019
THE TARIFF MAN STRIKES AGAIN During the last few weeks, it’s been pointed out that the chances of a cease fire between the US and
Money Matters 29th May 2019
THE SPAT GOES ON: “IT’S NOT ME, IT’S YOU” The US and China were pointing fingers at each other last week claiming that their partner
Money Matters 21st May 2019
WILL THE QUARREL EVER END? Last week we pointed out that global investor sentiment deteriorated because of the escalating trade tensions between the US and China, despite the
Money Matters 14th May 2019
RENEWED TRADE TENSIONS POISON THE WELL Talks between the US and China ended without a resolution last week. Trade tensions escalated further, as the US administration
Money Matters 8th May 2019
PRESIDENT TRUMP SPOOKED MARKETS Before President Trump unexpectedly threatened to further raise tariffs on Chinese imports, the case for a meaningful and sustained improvement in global
Money Matters 30th April 2019
THE GLASS CAN BECOME MORE THAN HALF FULL THIS WEEK Investors have a very busy week ahead in terms of data releases and policy events. The
Money Matters 24th April 2019
THERE ARE REASONS TO BE OPTIMISTIC ABOUT GLOBAL GROWTH Economic activity data in China for the first quarter of this year came in stronger than
Money Matters 16th April 2019
SWITCHING TO DATA-WATCHING MODE As the global economy has been going through a phase of slowdown, markets have become increasingly jittery. Is a rebound in
Money Matters 9th April 2019
TRADE TENSIONS EASE BETWEEN U.S. AND CHINA One of the obstacles hindering further improvement in global market sentiment is the trade dispute between the US
Money Matters 2nd April 2019
GROWING PAINS AS U.S. Q4 GDP REVISED DOWN TO 2.2% The U.S. economy showed further signs of slowing as the 4Q18 GDP figure was revised
Money Matters 26th March 2019
US TREASURY MARKET RATTLED BY IDEA OF A RECESSION By the end of the week, headlines on almost all major media outlets screamed that a
Money Matters 19th March 2019
HOW DOVISH WILL THE FED BE ON WEDNESDAY? The decision-making body of the Federal Reserve reconvenes on Wednesday to discuss whether the current monetary policy
Money Matters 12th March 2019
GLOBAL GROWTH CONCERNS RETURN TO CENTRE STAGE Global growth returned to the limelight, as the key reason for global investor sentiment to deteriorate. Truth be told,
Money Matters 5th March 2019
THE POTUS LASHED OUT AT THE FED, AGAIN. The President of the US was very vocal this weekend about his dissatisfaction with how the Fed
Money Matters 26th February 2019
“RISKS & UNCERTAINTIES” – FOMC MINUTES REITERATE A PATIENT APPROACH The Federal Open Market Committee (FOMC) released the minutes from their January meeting. There was
