Beyond Bulls & Bears

Notes from the Trading Desk – US Election Special
Perspectives

Notes from the Trading Desk – US Election Special

For Asian markets trading Wednesday morning, we felt it was almost a replay of the Brexit tape—initial complacency made a hard turn into the realisation that an upset was imminent.

Notes from the Trading Desk – Europe: Brexit Special
Perspectives

Notes from the Trading Desk – Europe: Brexit Special

It is anticipated that the UK will likely see a hit to growth in the short- and medium-term, with an increased risk of a technical recession, not helped by the profound uncertainty as to the prospects of this political contagion.

Notes from the Trading Desk – Europe
Perspectives

Notes from the Trading Desk – Europe

The main event of this week’s macro calendar will be the US nonfarm payroll employment data on Friday (May 6). The scrutiny on US data is immense, with so much focus on when the Fed will next lift interest rates.

Notes from the Trading Desk – Europe
Perspectives

Notes from the Trading Desk – Europe

European markets had a tough week and closed lower for the third week in a row, as a stronger euro weighed on equities, whilst the United States fared better on the back of Yellen’s speech and US dollar weakness.