Weekly Market Recap: W/E August 28th 2015

Market Recap Eurofirst 300 Index +0.49% German 10-Year Yield 0.73%; EUR/USD $1.117; Brent Oil $50.05 Global equity markets ended the week marginally higher, masking the stomach churning volatility across all asset classes which provided flashbacks of 2008.

Weekly Market Recap: W/E August 21st 2015

Market Recap Eurofirst 300 Index -6.61%; German 10-Year Yield 0.57%; EUR/USD $1.131; Brent Oil $44.73 Global equity markets sold off sharply last week, with many of the major equity indices experiencing the worst weekly declines since 2011. A plethora of factors are being blamed,…

Irish Government: Macro Improvement Clouded by Micro Failings

This is my article which featured in the Sunday Independent, August 23rd 2015: http://www.independent.ie/business/irish/this-government-has-worked-yet-voters-want-to-get-rid-of-it-31470178.html I give my take on the current government, how the much improved macroeconomic picture has been overshadowed by some of their failings at a micro level. Of course I end…

Weekly Market Recap August 17th 2015

Market Recap Global equity markets were mixed last week, with the major indices in Europe sharply lower following the surprise move by the People’s Bank of China (PBOC), China’s central bank, to devalue their currency. Starting Tuesday, over the next three days the PBOC…

The ‘special one’ is losing control

The manner of the PBOC’s intervention in the currency markets last week raised doubts about whether they are actually in control of the situation, something that is integral to their role as stewards of monetary policy. In the football world, maintaining a perception of…

Market Recap: Week of August 10th 2015

Market Recap Global equity markets were mixed last week, with the major indices in Europe and Asia outperforming their US peers. Bond yields edged up slightly in Europe while the UK 10-year yield dropped 4bps to 1.97%, as the Bank of England’s Mark Carney…

Same old Arsenal? The folly of forecasting!

Super-Thursday? No, it’s all about Super-Sunday!  The Brazilian Real might have hit a 12-year low against the US dollar last week, but the currency of Liverpool’s Brazilian wizard Philippe Countinho continues to strengthen. A moment of magic was the difference as Liverpool avenged their…

Super-Thursday: Carney keeps the party going

Thursday marked the beginning of a new approach to monetary policy communications from the Bank of England (BOE), simultaneously releasing their decision on interest rates, the minutes from that meeting and the quarterly inflation report, which sets out detailed economic analysis and inflation projections…

Market Recap: Week of August 3rd 2015

Market Recap Global equity markets were mixed last week against a backdrop of falling commodity prices and global growth concerns. Much of the focus remains on the timing of US interest rate hikes, with investors meticulously analysing each piece of economic data for clues…

The drought is over, English premier league returns!

The drought is over at last, a new English premier league season begins this weekend. The great thing about a new season is the unfettered hope that springs eternal among all football fans, whether their club is in the lower leagues or in the…

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