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The IndeX Files 14-01-2020
Attention Turning Back Towards US-Sino Trade Deal Global benchmark equities indices have seen a pause in their recent upward trajectory though are consolidating near highs, suggesting a continuation higher is coming. The most notable themes for asset markets currently are those of reduced geopolitical risks linked to US-Iran tensions as well as the favourable backdrop […]
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Key Takeaways From Trump’s UN Speech
China & Iran In The Firing Line Despite the next round of trade talks being just under two weeks away, President Trump didn’t shy away from attacking his long-term rivals during his speech to the UN this week. Commenting on issues which he has long campaigned against during his presidency, Trump told the audience: “Not […]
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The IndeX Files 24-09-2019
Risk Markets Looking for Fresh Drivers Global benchmark indexes remain muted following the September FOMC meeting. Policymakers, led by Fed chair Powell, announced a 25-basis point reduction in the headline cash rate, the second only rate cut in a decade. However, the voting split has seen reduced pricing for further rate cuts this year with […]
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The IndeX Files 17-09-2019
Risks Remain Amidst Positive Backdrop The fundamental backdrop for equities remains supportive in the near term though benchmarks in the US, Europe, Asia and the UK have seen a pause in momentum so far this week. The announcement of a new range of easing measures from the ECB at its meeting this month has helped […]
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Gold Crashes on Trade Tariff Delay Announcement
Fresh Trade Announcement We saw another period of volatility in the markets yesterday as traders reacted to news of a change in US trade policy. Following Trump’s recent announcement of a fresh set of 10% trade tariffs due to be applied to a further $300 billion of Chinese goods, starting September 1st, US Trade Representative […]
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The IndeX Files 13-08-19
Trade Wars & Brexit It’s been a very volatile period for the equities markets recently. Last week we saw heavy losses across the board as the market responded to news of rising tensions between the US and China. Following the US’s announcement of a fresh set of trade tariff to be applied to China, China […]