European Wrap – V-Shaped Optimism

Cautious Optimism Not a bad start to the week, it has to be said, but it may leave a few people scratching their heads and wondering what exactly is going on at the moment. We seem to be fluctuating almost daily between v-shaped optimism and second wave anxiety. It’s all a bit ridiculous. But then, […]

Week Ahead – Economic Reopening Continues

Key Economic Events Monday 6th July Time (UK) Country Relevance Indicator Name Period 01:30 Hong Kong Medium IHS Markit PMI Jun 09:30 United Kingdom Medium Markit/CIPS Cons PMI Jun 10:00 Euro Zone Medium Retail Sales MM May 10:00 Euro Zone Medium Retail Sales YY May 14:45 United States High Markit Comp Final PMI Jun 14:45 […]

European Wrap – Grand Reopening Put to the Test

Ease into the Weekend An understandably tame end to the trading week, as participants in the US celebrate Independence Day and those of us in the UK eye the reopening of certain establishments tomorrow. All in all, it’s not exactly been a week of tremendous change, the grand reopening is proving a little less grand […]

European Wrap – Recovery Road Full of Potholes

Can markets cope with wobbles? European stock markets have endured a bit of a mid-week wobble, with indices tumbling on the back of higher reported COVID cases. There is growing concern about the number of new cases in countries that are in the midst of lifting lockdown measures. The road to the new normal was […]

US Open – Tariffs the Icing on the Cake

Sentiment Tested as COVID Cases Rise Stock market sentiment is being tested on Wedesday, as a rising number of coronavirus cases combined with US tariff threats against Europe drag heavily on risk appetite. The rising number of coronavirus cases we’re continuing to see in the US, in particular, is a major concern despite the Trump […]

US Open – Wildly Out of Context

It’s (Not) Over Stock markets are pushing higher on Tuesday, following some wild fluctuations overnight as remarks regarding the US/China trade deal were taken “wildly out of context”. With relations between Washington and Beijing seemingly in tatters, concerns are understandably growing around the hard-fought phase one trade deal. So when White House trade advisor Peter […]