Synopsis of the week The Trump administration’s target of a reduction to 15% for the Corporate tax was what the markets wanted to see but the details about how they would achieve that were unconvincing. The Swiss National Bank discusses further rate cuts and currency market intervention. The first round of French elections are out the way and Le Pen…
Synopsis of the week With the opposition parties struggling for unity and the Conservatives holding a very comfortable lead in opinion polls, Theresa May has decided to call for a general election in the UK. FX markets have quickly decided that the short term chaos of a general election is outweighed by the longer term stability that a healthy Conservative…
Our Director of Investment Management Alastair McCaig comments on Dukascopy TV. How influential will the US Air Strikes in Syria be on the US economy? Click here to see the full interview.
Synopsis of the week Monthly Non-Farm payroll figure misses the mark coming in at the lowest levels since June 2016. The FOMC struck a considerably more dovish tone bringing into question how many more rate rises we’ll see in 2017. The US Market struggled as both FOMC comments and US politicians gave investors cause to reassess the likelihood of spending…
Trump has launched the first military action of his presidency at a Syrian regime airbase, we discussed what the markets reaction has been. Plus, UK industrial production suffered a contraction in February and the house price growth is at his lowest in nearly four years. Alastair chats with Share Radio’s Ed Bowsher to examine Trump’s first military action on a…
Synopsis of the week The UK finally triggered article 50 on Wednesday in an event that barely caused any reaction in the equity markets around Europe. Euro zone inflation fell, weighed down by a big drop in German data. This could reduce the pressure on the ECB to bring the current QE scheme to an end. US Consumer confidence figures…
Alastair chats with Share Radio’s Ed Bowsher to examine how Trump’s healthcare fail puts markets on edge. Plus what to expect as Article 50 is triggered and more strong economic data from Germany. Click here to listen.
Synopsis of the week As President Trump has struggled to get his plans for healthcare approved, markets have begun to question his ability to deliver on infrastructure spending too. A week closer to the French elections and Europe still has worries about far-right parties gaining a larger say in future policies. The UK and EU gear up for Theresa May’s…
Synopsis of the week Having been almost 100% factored in the US Fed increased the base rate from 0.75% to 1% triggering a jump in equity markets. Europe looks on in disbelief as internal squabbles between Scotland’s First Minister Nicola Sturgeon and British Prime Minister Theresa May over shadow the anticipated triggering of Article 50. The Bank of England hold…
Synopsis of the week Last week saw equity markets drift lower as investors moved into a risk-off mentality. Mario Draghi, Head of the European Central Bank has once again spoken in enthusiastic terms about the markets and gone some way to quashing fears that the ECB are ready to change their approach to the current quantitative easing scheme. Wednesday’s US…
