Blog/Market Talk

Market Talk – December 19, 2016

Today, we saw the first decline for the Nikkei in eleven trading session despite better than expected Trade data (Estimated Y227.4 but actual release Y152.5bn). The [...]

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Market Talk – December 16, 2016

Even with much of core Asia selling-off Japan managed a small positive return aided by the ever weakening currency. There was a similar picture painted in China [...]

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Market Talk – December 15, 2016

Asia was encouraged by the wests acceptance of the Italian vote and especially the Euro’s strength. Bouncing off of the key 105 levels has created a triple bottom [...]

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Market Talk – December 14, 2016

The key conversation was always going to be surrounding the Federal Reserve rate decision today despite any data releases. In Japan we saw the release of the Tankan [...]

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Market Talk – December 13, 2016

The Nikkei continued its march in todays trading adding an additional +0.5% with the Yen behaving. The consensus appears to be happy the FED will raise which will [...]

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Market Talk December 12th, 2016

This week will all be about the Federal Reserve and the outlook for rates into next. The strip is pricing in additional moves already but it is the long end that is [...]

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Market Talk – December 9, 2016

The euphoria created yesterday by the ECB continued in to Asia and especially Japan – again. The Yen has started to feel the heat as prices take out the 114 [...]

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Market Talk – December 8, 2016

The Nikkei closed today at its highest level for the year which included a well behaved Yen. Closing up +268 points (+1.45%) certainly puts it in good shape for the [...]

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Market Talk – December 6, 2016

Asia was encouraged by the wests acceptance of the Italian vote and especially the Euro’s strength. Bouncing off of the key 105 levels has created a triple bottom [...]

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Market Talk – December 2nd, 2016

It was time for a little retracement in the Nikkei having seen some strong gains and with NFP’s only hours away that was exactly what we saw. The yen gained [...]

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