• Top Market Themes 2020

    Rather frustratingly, it seems that many of the big themes set to dominate 2020 will really be an extension of the stories that took centre stage over 2019. US-Sino Trade Negotiations. With an initial trade deal in place, focus will now shift on to the second round of negotiations. The first trade deal is due […]

  • Running Through The Top Market Themes Of 2019

    US-Sino Trade War The year began positively between the US and China. Following a truce agreed at the G20 summit in November 2018, both sides were engaged in trade talks aimed at delivering a trade deal ahead of the March 29th deadline given by president Trump. Over Q1 risk assets traded positively as media reporting […]

  • The Crude Chronicles – Episode 14

    Trade Talk Concerns Leaning On Oil Prices Benchmark WTI prices have been lower this week as emerging concern for the prospect of a US-Sino trade deal has stunted demand. Crude prices had been supported recently amidst expectations that the “phase one” trade deal agreed between the US and China was to be signed. However, with […]

  • The Friday Forex Takeaway – Episode 3

    Key points from this week The Japanese Yen was the standout performer of the week, rising firmly against USD as heightened concerns over the health of the global economy drove steady safe-haven inflows over the week. The worst performing currency of the G10 space this week was the Swiss Franc which fell amidst a slew […]