Skip to Content

Month: March 2016

End of month – end of quarter – volatility reigned supreme Good Morning everyone Overview The last day of the month and last day of the quarter is here – and what a start to 2016 it has been. Volatility has reigned supreme in global markets with only one major global index (still with one day to go) in the black. Of course, that’s the S&P 500 in the US which has been supported by a very ‘accommodative’ central bank. If we look at the German DAX, French CAC and UK FTSE it’s also obvious that central bank support from the ECB has helped to support those markets….. On the flip side, Asian markets have been soft and we’ve been caught up to a large degree in that weakness.

Australia – resumes its role as the ugly duckling – which is unfair (& sad!)

Good afternoon everyone

Why the banks are so important to the Aussie Market

If we’re being honest with ourselves, the world isn’t doing great. There are many obvious imbalances between asset pricing, the uncertainties and unpredictability of Quantitative Easing and how that will eventually play out, the outlook for currencies in an environment of massive central bank intervention, commodity prices – which are heavily linked to currency moves as discussed yesterday and obviously corporate earnings – which in the longer term drive share prices.

Good afternoon everyone

Sentiment has turned very bullish towards Gold, and prices have run up from a 12 month low of $1050 in December 2015 to a high on the 12th March 2016 of $1287. Gold currently sits at $1248 – up $4 overnight. We look at three elements worth considering when looking at the Gold price

Back to top