Market Insights
Money Matters
Money Matters 19th February 2019
MARKETS’ FOCUS MAY SHIFT TO FED POLICYMAKERS THIS WEEK Although the global economic diary does not contain too many relevant data points for this week,
Money Matters 12th February 2019
SHOULD CONCERNS ABOUT GLOBAL GROWTH BE TAKEN SERIOUSLY? Bond yields slipped to very depressed levels once again marking that financial markets remain concerned about the state
Money Matters 5th February 2019
HOW LONG COULD GOLDILOCKS STAY WHILE THE BEARS ARE AWAY? Markets breathed a sigh of relief after Fed Chair Powell’s remarks on Wednesday. Mr. Powell delivered
Money Matters 30th January 2019
IS A REBOUND OF ECONOMIC GROWTH ON THE HORIZON? The IMF presented its updated global macroeconomic outlook, in which the organisation admitted that their previous
Money Matters 22nd January 2019
POLITICAL RISKS BACK IN THE DRIVING SEAT Various risks of political nature linger that drive global market sentiment and thus asset prices. Just to name a
Money Matters 15th January 2019
THE POWELL PUTT & TRADE TALKS “The principal worry I would have is really global growth,” said Fed Chair Jerome Powell. The Fed Chair added
Money Matters 8th January 2019
THE US’ ECONOMIC OUTLOOK IS NOT AS BAD AS MARKETS DEEM Although the holiday season usually implies boredom, this was definitely not the case last
Money Matters 18th December 2018
IS A RECESSION REALLY IN SIGHT? Markets have been bracing for a recession in the US, and as a result investors have been increasingly selling
Money Matters 11th December 2018
“IT’S THE ECONOMY, STUPID!” Sovereign yields sank to alarmingly low levels on both sides of the Atlantic by the end of the week. In addition,
Money Matters 4th December 2018
TRUCE BETWEEN TRUMP AND XI Although the year-end is quickly approaching, politics and policymakers are keeping financial markets and investors on their toes. US President Trump and
Money Matters 27th November 2018
NO RELIEF FOR CRUDE OIL PRICES BEFORE THE OPEC MEETING As noted in last week’s Money Matters, oil prices came under pressure due to various
Money Matters 20th November 2018
OIL’S ROLLERCOASTER RIDE MAY NOT BE OVER JUST YET Crude oil prices have come under pressure in recent weeks. Since the beginning of 2016, oil prices
Money Matters 13th November 2018
INTERNATIONAL TRADE DISPUTES MAY NOT DISAPPEAR Positive risk sentiment returned to financial markets after President Trump and the Republican Party lost control of the House
Money Matters 6th November 2018
PRESIDENT TRUMP’S TWEET IMPROVED GLOBAL MARKET SENTIMENT Politics has trumped economics, again. However, rather than bullying investors into retreating from risk assets, as is normally the
Money Matters 30th October 2018
WILL EQUITY MARKETS SCARE THE FED AWAY FROM TIGHTENING? That, of course, ‘depends.’ The reaction function of the Fed’s monetary policy depends primarily on two
Money Matters 23rd October 2018
POLITICS MAY CONTINUE TO TRUMP ECONOMICS THIS WEEK Due to the light economic diary in the US and the lack of protectionist rhetoric by the
Money Matters 16th October 2018
CHINESE GDP DATA MAY KEEP MARKETS ON THEIR TOES Eurozone member states, Japan and the UK publish inflation statistics this week. The broad spectrum of inflation
Money Matters 9th October 2018
POLITICAL TENSIONS & DEBATES DRIVE MARKETS As there are no major policy events scheduled for the coming week in developed economies, financial markets are going
