International News (Issue 457) - July 14th, 2017 The Federal Reserve Chairwoman’s commentary around both the balance sheet unwind intended by the Fed, and indeed the outlook for inflation, seemed to garner most attention from markets this week. As I detailed in the previous section, I was surprised at the markets optimistic reaction to Janet [...]
International News (Issue 456) - July 7th, 2017 In light of the remarks made above on the US Federal Reserve, we have neglected to make further remark on foreign markets this week. Thursday Closing Values Index Change % U.S. S&P 500 2410 -10 -0.4 London’s FTSE 7337 -13 -0.2 Japan’s Nikkei 19994 -226 -1.1 Hang Seng [...]
International News (Issue 45) - June 30th, 2017 A few strong points to make in the international space this week. Most pertinent is ECB chief Mario Draghi’s comments or hints rather that deflationary forces had been replaced by inflationary ones. Such hawkish commentary opens the door to possible rate hikes and is certainly relevant given [...]
International News (Issue 454) - June 23rd, 2017 In the international space, it seems not a day goes by where Amazon does not dominate the headlines. Amazon’s announcement that it will acquire upscale supermarket chain Whole Foods for nearly $14b is a big deal. Amazon will inherit 450 stores in the deal giving it a [...]
International News (Issue 453) - June 16th, 2017 This week in offshore markets the news-flow was dominated by the Federal Reserve meeting, a topic on which we addressed in the previous section. Have a great weekend. Jono & Guy Thursday Closing Values Index Change % U.S. S&P 500 2432 -2 -0.1 London’s FTSE 7419 -31 -0.4 [...]
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