• The Friday Forex Takeaway – Episode 12

    Key Points From This Week Mixed US Data The first set of headline US data disappointed this week with both the ISM Manufacturing & Non-Manufacturing readings coming in short of market forecasts. The manufacturing reading was particularly worrying, showing that the US factory sector remain in contractionary territory for a fourth consecutive month over November. […]

  • Soybeans and Pork: The Trade War Intricacies you Need to Know

    China said on Friday that it will abolish part of import tariffs on US soybeans and pork.

  • The Crude Chronicles – Episode 16

    Trade Deal Expectations Impacting Oil The CFTC COT report showed that investors increased their net long positions in WTI crude last week by a further 40,961 contracts. The total net-long position now stands at 470,936 contracts. The key premise for the build in upside exposure in WTI has been the rising expectations of a US-Sino […]

  • Japan is Likely to Start Borrowing Again. What to Expect from the Yen?

    Federal Reserve’s endeavours revived risk appetite in late summer – early September and the negative-yield bond market lost its scary size.

  • Dovish Risks into BOC Meeting

    BOC To Remain on Hold? The Bank of Canada meets today for its December monetary policy review and while the bank is forecast to keep rates on hold, there is still a risk that the BCO will ease further. At its last meeting, the BOC clearly signalled that, despite the decision to maintain policy at […]

  • ISM Data Hits Greenback While Trading Rivals Gain Footing

    Buying focus shifts to the markets outside of the United States.

  • The IndeX Files 03-12-2019

    Markets Reverse on Trade Deal Uncertainty Global equities benchmarks suffered a severe shift in sentiment this week with asset markets selling off on rising fears over the health of US-Sino trade talks. Late last week, it was reported that the US administration approved a bill supporting the rights of the Hong Kong protestors. The situation […]

  • Does global economic data support the last leg of the US stock market rally?

    Global markets were relatively quick to flip bets on modest global recovery, of which early signs appeared in September, following a year and a half slowdown for most of 2019. At the peak of the negative outlook, investors could only accept negative bond yields on bonds worth $17 trillion. But, the reality is that global economic signals give us only a mixed picture at best.

  • Precious Metals Monday 02 -12 -2019

    Gold The US-Sino trade deal outlook remains the key factor affecting metals prices this week. Over the last month, increased expectations of a forthcoming deal have helped lean on gold prices, due to the ongoing rally in global equities benchmarks. The slide in gold has seen prices remaining below the $1500 handle over the last […]

  • The Investment Bank Outlook 02 -12 -2019

    In our Investment Bank Outlook each week, we bring you a selection of perspectives from leading investment banks to outline the key issues and directional views for the week ahead. These excerpts, taken from research notes, will cover issues such as key market themes, economic releases, as well as any major trends and levels to […]

  • Weekly Market Outlook 02-12-19

    In this Weekly Market Outlook 02-12-19, our analyst looks into the trading week ahead, possible market moving data releases across the globe and the technical analysis to accompany it! Disclaimer: The material provided is for information purposes only and should not be considered as investment advice. The views, information, or opinions expressed in the text […]

  • Key economic events and reports of the upcoming week

    Monday, December 2, 2019 – Caixin Manufacturing PMI (Nov)(CNY), German Manufacturing PMI (Nov)(EUR), Manufacturing PMI (Nov)(GBP), ISM Manufacturing PMI (Nov)(USD).

  • Surprising Decline in German Economy is Positive News for the Euro

    Unemployment in Germany unexpectedly declined this month as the manufacturing industry regained footing while the trade stress, which prevented stifled exports growth, eased.

  • Can we expect a Rebound in Manufacturing PMIs in 2020? Global car sales Say “No”

    Global automakers continue to struggle due to sluggish consumer demand in all major markets. Years of low interest rates, credit stimulus and relatively high level of average employment worldwide were insufficient to boost incomes and revive the idea of owning a car which is increasingly narrowed down to the mere need of transportation which certainly has more pragmatic solutions.  

  • The Friday Forex Takeaway – Episode 11

    Key Points From This Week US-Sino Trade Deal Expectations Rise Again Investors had their expectations for a US-Sino trade deal bolstered once again this week as further comments from President Trump added encouragement. Trump noted that the US and China were in the “final throes” of a deal. The market now expects that the phase-one […]