08
Jun
The Federal Reserve moves to centre stage this week. Outside of the US and Chinese inflation measures, it looks to be a relatively light week in terms of high-frequency economic data. Investors are still ruminating over the surprising jobs report (gain of 2.5 mln jobs vs. forecasts for 7.5 mln loss). Yes, there were classification […]
01
Jun
Three major central banks meet this week, the Reserve Bank of Australia, the Bank of Canada and the European Central Bank. The first two will likely assure investors and businesses that they are prepared to do more if necessary, but are probably not going to take fresh initiatives. On the other hand, the ECB is […]
25
May
Brewing geopolitical risks helped investors take some risk off the table heading into the long weekend. The dollar rallied against most of its peers as tensions remain front and center for the world’s two largest economies. Renewed unrest in Hong Kong will continue to weigh on the overall outlook as Western nations contemplate how to [...]
18
May
It’s been another interesting week in financial markets. This week is going to be no less eventful as investors come to grips with the reality of the situation we’re all facing while factoring in the seemingly endless supply of monetary support. Add to all of this the renewed tensions between the world’s two largest economies. [...]
11
May
With many countries in the West attempting to reopen their economies, attention has turned to whether new infection rates will remain low as mobility picks up. The week ahead will have a tremendous amount of focus with the Chinese recovery, as critical April economic data will show how fast their economy is bouncing back. China’s […]
04
May
What we are witnessing everyday due to a pandemic is often so crazy that it becomes extremely difficult to gauge the market and its trends. We’re into the second week of May and so far, things have not quite improved in terms of the pandemic. However, this week is equally crazy and twisted in terms [...]
27
Apr
Peak virus seemed to be the overriding theme of the week, with the rate of new cases and deaths falling in Europe and the United States, the COVID-19 epicentres. Plans appear to be accelerating also for partial reopening around the world. New Zealand returns to work tomorrow, Australia plans a partial effort this week, New [...]
20
Apr
While dozens of earnings reports are expected in the coming week and economic data will bring more insights into the impact of the coronavirus the main focus will still be on developments relating to the virus and how soon the economy can reopen. Authorities around the world are between a rock and a hard place: they [...]
13
Apr
It is no doubt that we’re battling the greatest ever economic devastation due to COVID19 pandemic. Last week, on Thursday, the weekly U.S. Jobless Claims remained the most important parameter to follow through the economic depression claim. The number of Americans seeking unemployment benefits in the last three weeks has topped 15 million. IMF Managing [...]
06
Apr
The Wrecking of the Virus U.S. stocks are set to open higher Monday, as investors take comfort from tentative signs the spread of coronavirus is slowing. The coronavirus outbreak has already caused severe disruption across the globe and economies, and it is likely that the effect will not die down for a considerably significant time [...]