by Patrick Kilduff | Mar 25, 2019 | Macro Round-up
The Federal Reserve (Fed) relayed a more dovish than expected guidance on their monetary policy. The Fed now anticipate no rate hikes in 2019 and expect only one hike in 2020. In addition, they announced that the tapering of their balance sheet will be concluded by...
by Niall Dineen | Mar 25, 2019 | Weekly Market Commentary
Weekly Market Comment – March 25thThe last week has seen recession worries return to financial markets. This has resulted in some weakness in equity markets and yields on long term bonds collapsing, with the stand-out statistic being that the yield on a 10 year...
by Patrick Kilduff | Mar 19, 2019 | Macro Round-up
The date for the signing of a trade agreement between the US and China has been delayed. Xi Jinping is concerned that any future meeting could see Trump simply walk away from the table (much like the recent meeting with Kim Jong Un) and rather than participate in the...
by Niall Dineen | Mar 19, 2019 | Weekly Market Commentary
Weekly Market Comment – March 19thThe last week saw the global equity market resume its rally with European indices hitting their highest levels in six months and the S&P finishing the week only 4% off its all time high. Geopolitical noise in the form of...
by Patrick Kilduff | Mar 11, 2019 | Macro Round-up
The ECB meeting was as dovish as we expected. It is unlikely that interest rates will increase in 2019 as the Central Banks economic forecasts were materially downgraded. GDP growth for 2019 is now expected to be 1.1% (down from 1.7%) as the China slowdown, German...
