Federal Reserve Chairman Jerome Powell won’t want to “rock the boat” during his House and Senate testimony this week, said Alastair McCaig, Director of Investment Management at Fern Wealth. He told Daybreak Europe’s Caroline Hepker that markets will be looking for any clues as to if there will be 3 or 4 rate hikes in 2018. Click here to listen…
On Wednesday 21st February Fern Wealth Head of Investment Management Alastair McCaig spoke with Bloomberg anchor Jonathan Ferro and FX and Rates Strategist Richard Jones. On this weeks show they discussed the bond market moves equity markets and the state of the UK banking sector. Click here to listen to the interview on Bloomberg.
SYNOPSIS OF THE WEEK Hawkish comments from last weeks FED minutes suggest the US might see more than just three rate rises during 2018, boosting the US Dollar and spooking equity markets. Traders have spent the week acclimatizing to the increased volatility in the markets as the bulls try to build up their confidence following the recent equity market correction….
Synopsis of the week The Bulls dominated last weeks trading as the “buy the dip” mentality took hold of the investment community, helping to drive equity markets higher. The US Dollar had another poor week, regardless of the economic data releases, increasing the chances of multiple rate rises over the remainder of 2018. Investors once again focused on the…
Synopsis of the week Equity markets had another torrid week closing lower although US markets did rally late on Friday (after Europe’s trading session stopped) closing the day out with the S&P 500 +1.5%, Dow Jones +1.4% and Nasdaq +1.7%. Regardless of current equity market volatility, Central banks spent last week confirming their interest rate rising policies, reflecting their confidence…
On Wednesday evening Fern Wealth Director of Investment Management Alastair McCaig joined Amanda Kayne on CNN Money Switzerland where they discussed the current market conditions following the VIX triggered sell-off, the German coalition government announcement and moves in the Bond markets.
Synopsis of the week Having started the year heading higher at an aggressive pace, equity markets spent much of last week giving back those gains. Bond markets look to have escalated last weeks equity market sell-off as the possibility of the FED raising rates more than 3 times in 2018 increased. Angela Merkel and the SDP still can’t finalise terms…
On Wednesday 31st January Alastair McCaig our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and Bloomberg’s FX & Rates strategist Richard Jones to discuss Brexit, Capita and Fed Chair Janet Yellen’s final FOMC interest rate decision. Click here to listen to the interview on Bloomberg.
Synopsis of the week Having missed coming to Davos last year, US President Donald Trump’s presence has caused quite a stir as his views on the US Dollar strength and ongoing trade negotiations have been closely scrutinized. The US dollar continues to be weak, down 3.7% so far this year and down 1.53% this week alone. The majority of financial…
On Wednesday 24th January Alastair McCaig our Head of Investment Management joined Bloomberg anchor Jonathan Ferro, FX & Rates strategist Richard Jones and Global macro specialist Vincent Cignarella to discuss Davos, the US dollar and how the year was shaping up. Click here to listen to the interview on Bloomberg.