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Expert Views
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RBA Preview & Aussie Outlook
Monday 05 Jul 2010
It’s premature to call for an RBA rate cut at Tuesday’s meeting, but the fact that the Aussie overnight rate futures are pricing a 47% chance of a 25-bp rate cut by year end does merit attention. The ... Read More
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A careful balancing act
Monday 05 Jul 2010
I am very grateful to an old friend, Jonathan Davis, for an excellent column in last week’s FTfm in which he addressed the issue of portfolio rebalancing. This might sound a somewhat tiresome and tech... Read More
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North American Markets - Atlantic Ocean Divides Sentiment
Friday 02 Jul 2010
This week, however, these attitudes appear to have been turned on their head with confidence in Europe improving and confidence in North America fading. In the case of Europe, a successful Spanish bon... Read More
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North American Markets This Morning
Friday 02 Jul 2010
The major development we have seen in the last 24 hours, however, has been the big drops in the price of gold and the US Dollar index. This suggests that although the recovery may be tepid, fears of a... Read More
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USD Awaits Yields' Reaction
Friday 02 Jul 2010
USD and JPY struggle across the board as stabilization in Asian/European equities weigh on JPY and the onslaught of negative US data hurting USD. Markets await US June non-farm payrolls expected to de... Read More
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Jittery JPY Crosses Await ISM, Loonie Focus
Thursday 01 Jul 2010
The 13K increase in jobless claims to 472K will not be included in the June non-farm payrolls, but that’s unlikely to prevent NFP from positing the first monthly decline of the year. The +13K increase... Read More
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North American Markets Pause to Close a Volatile Quarter
Wednesday 30 Jun 2010
After a big year long advance off the March 2009 bear market bottom, bears found their claws again this quarter as it started to become clear that the pace of the global economic recovery appears like... Read More
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Northgate turns a corner
Wednesday 30 Jun 2010
Light commercial vehicle hire firm Northgate looks to have turned a corner after it delivered full year pre-tax profits on Wednesday that were ahead of expectations. Read More
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ADP Trend, EUR Downturn & CHF Performance
Wednesday 30 Jun 2010
Risk-aversion turns from Spain to the US as the June ADP survey showed the smallest job-creation in 4 months at 13K. While the ADP had become known for its underestimation of the BLS’s private payrol... Read More
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North American Markets This Morning
Wednesday 30 Jun 2010
Today is that last day of the quarter, so we could see quite a bit of trading as institutional investors rebalance their portfolios and some window dressing demand may be possible. There is still a lo... Read More
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National Express not out of the woods yet
Wednesday 30 Jun 2010
Transport group National Express had a torrid time of it in 2009, plunging into the red and walking away from its £1.4bn east coast rail franchise contract after failing to renegotiate what it regarde... Read More
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North American Markets This Morning
Tuesday 29 Jun 2010
This news appears to have sparked renewed defensive movements of capital. The USD has been rallying today, with the US Dollar Index climbing up off a successful test of its 50-day average, while EUR a... Read More
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Fitting the Beale
Monday 28 Jun 2010
Twenty years ago the High Street department store seemed about to go the way of of the coal merchants but the success of Debenhams has transformed the image of the retail concept. Smaller operators th... Read More
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North American Markets Digest Summit and Storm Impacts
Monday 28 Jun 2010
The G20 summit appears to have been a successful one for markets. Rather than try to force a one-size-fits-all solution on everyone, members decided to agree on a series of goals such as halving defic... Read More
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North American Markets This Morning
Monday 28 Jun 2010
With summer starting in the Northern Hemisphere and holidays coming up in the US and Canada, this week looks to be starting out fairly quietly although trading activity may pick up as the week progres... Read More
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Butcher or Surgeon – and how much collateral damage?
Monday 28 Jun 2010
It’s obviously still too early to say whether Osborne’s budget has been a success or not, and sadly of course we will never know until its effects are well under way. As certain highly respected comme... Read More
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The Fundamentalist: HMV seeks to change the tune
Saturday 26 Jun 2010
Results from the retailer HMV are out on Wednesday, 30 June, and should throw some light on one of the greatest anomalies of the London stock market at the moment, namely HMV’s 13.64% dividend yield. Read More
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North American Commodities Rally While Equities Sputter
Friday 25 Jun 2010
There are a number of factors that appear to be driving renewed interest in commodities. First, commodities appear to be benefitting from a softening USD and a rotation back into more aggressive stanc... Read More
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Comment: The company formerly known as Dixons ...
Friday 25 Jun 2010
DSG International, the company formerly known as Dixons, has taken a leaf out of pop star Prince’s book and gone back to its old name in a move that will be welcomed by those of us tired of companies ... Read More
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North American Markets This Morning
Friday 25 Jun 2010
The Dow Industrials (US30 CFD) have been stabilizing near 10,100 although a retest of 10,000 can’t be ruled out at this point with resistance in the 10,250-10.300 area. Similarly, the S&P 500 (SPX500 ... Read More
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