Blog/Market Talk

Market Talk – August 5th, 2016

With the exception of the Hang Seng (+1.4%) it was a relatively quiet day in Asia having digested the BOE move and anticipation of US NFP’s data and ahead of the [...]

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Market Talk – August 4, 2016

A bounce late in the US saw overnight gains for the Nikkei (1%+) with the Hang Seng and Shanghai. All pretty much well behaved for thin summer trading and it was [...]

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Market Talk – August 3, 2016

  Japan remains unloved opening down 1% and then drifting even lower as exporters led the way. The JPY has seen the safety bid for the majority of the week [...]

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Market Talk — August 2, 2016

$278bn and the market is still disappointed! Despite the package provided by the Japanese government today late futures trading has followed the weaker cash market [...]

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Market Talk – August 1, 2016

Other than individual bank stocks, Friday’s EBA report had little overall effect on core markets as we heard nothing that we were not already familiar with. The [...]

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Market Talk — July 29, 2016

All eyes were on the BOJ, and even though they disappointed many, after a turbulent trading session the Nikkei index closed higher. No easing, no additions to the [...]

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Market Talk — July 28, 2016

As we enter the BOJ meeting, messages are very mixed. Many are hoping the package exceeds expectation JPY 28tln ($266bn) whilst others, anxious the BOJ may shoot [...]

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Market Talk — July 27, 2016

More talk that the expected that the Japanese stimulus package could exceed the JPY 20tln and could even be as large as 28tln boosted the Nikkei and sent the Yen [...]

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Market Talk — July 26, 2016

When is a stimulus not a stimulus? Talk in Japan that the eagerly awaited stimulus may not be enough (combined with some nervous profit-taking) produced a 1.4% [...]

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Market Talk — July 25, 2016

  Even though we have two central banks announcing rate decision this week, in addition to Tuesday being one of the busiest corporate reporting days of the [...]

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