• Why Is The Nikkei Rallying?

    Despite the broader sell-off which has dominated asset markets recently, the Nikkei has seen a strong reversal this week. Rallying more than 8% yesterday and over 20% on the week, Japanese equities have been the clear outperformer. The reason for this rally has been the reaction to speculation about BOJ QE purchases which, unlike we’ve […]

  • The Friday Forex Takeaway – Episode 26

    Key Points From This Week Fed Makes Historic Rate Cut In response to the escalating COVID-19 outbreak, the Fed made the unprecedented move of cutting interest rates to 0% at the start of the week. In another unscheduled move which came ahead of the March FOMC meeting, the Fed noted that it will also increase […]

  • The IndeX Files 17-03-2020

    Equities Sink Despite Central Bank Action Global benchmark equities prices continue to trade wildly amidst a backdrop of increasing central bank action. This week, the Federal Reserve once again announced an unexpected rate cut, dropping the US interest rate by 100 basis points to 0%. Along with the rate cut, the Fed also outlined an […]

  • The Investment Bank Outlook 16-03-2020

    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 […]

  • The Friday Forex Takeaway – Episode 25

    Key Points From This Week Bank of England Cuts Rates The BOE became the latest central bank in the G10 space to lower its rates this week. Echoing the Fed, the BOE announced a surprise rate cut of 0.5% midweek in response to the ballooning COVID-19 situation. With the UK very shortly to go into […]

  • The Index Files 03-03-2020

    Equities Bounce On Dovish Central Bank Guidance Benchmark global equities indices have seen double digits losses in percentage terms over the last week of trading. The explosion in investor uncertainty linked to COVID-19 has knocked sentiment firmly lower. However, over the last few sessions we have seen some small upside gains as investors respond to […]

  • The Investment Bank Outlook 27-01-2020

    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 […]

  • The Friday Forex Takeaway – Episode 17

    Key Points From This Week US-Sino Trade Deal Signed The Phase one trade deal (which was originally announced in October 2019) was finally signed this week. US & Chinese leaders signed the deal in Washington on Wednesday, which broadly encompasses China committing to $200 billion of US purchases over the next two years in exchange […]

  • Best Performing Currencies 2019

    British Pound 3.84% It’s been a classic comeback story for the pound this year. After spending three months in free-fall against the dollar, spiralling lower from 1.33 – 1.20 (which actually made it the wort performing currency of the year at the time) the pound has since made an impressive recovery back above the 1.30 […]

  • The Friday FX Takeaway – Episode 13

    Key Points From This Week UK Elections The Conservative party stormed the vote with a 364 seat result in parliament, taking them well above the 326 seats required for a majority. Market attention now shifts back to Brexit with Johnson planning to take the UK out of the EU by January 31st 2020 under his […]

  • The Friday Forex Takeaway – Episode 6

    Key Points From This Week The standout winner among G10 currencies this week has been the Canadian Dollar with only itself and the Swiss Franc having risen against USD. Higher oil prices have helped boost CAD which is also supported by improved risk appetite around US-Sino trade negotiations. GBP has been the weakest performer this […]

  • September BOJ Meeting Preview

    Expectations For September BOJ Meeting Bank of Japan policymakers hold their September rate-setting meeting this week and expectations are divided regarding the likelihood of further easing. Meeting last in July, the BOJ said that should the global slowdown threaten the Japanese economy, it would act “without hesitation” to ease further. Speaking at the post-decision press […]

  • Leadership of BoJ – confirmed!

    The monetary stimulus program launched by the Japanese Central Bank under the leadership of Haruhiko Kuroda in April 2013 is considered an integral part of the economic policy of the new Japanese government

  • Trump keeps rocking the boat

    The US President Donald Trump continued to rock the boat called “globalization” by signing a decree on the tariff introduction for steel and aluminium on Thursday.

  • Market overview – a challenge for the RBA, trade wars and the policy of the Bank of Japan

    Real estate is the main driver of consumer demand in Australia and the recent fears of a possible bubble in the market created pressure for the Reserve Bank of Australia.