Strong Dollar, interest rate expectations weighing on US Equities
Wednesday, 11 March 2015, 10:17
Last update: about 12 years ago
The strongest dollar in nearly 12 years versus the euro and the market expectations of higher U.S. interest rates within the coming months fuelled a selloff in global equities that sent the Standard...
Disappointing start to QE in Malta, Euro stable
Tuesday, 10 March 2015, 10:19
Last update: about 12 years ago
So, after all the hype to the start of QE in Malta yesterday, rather ironically the prices of the long dated Malta government bonds fell marginally in price. Is this a case of ‘buy the rumour,...
Banks: the good, the bad and the ugly
Friday, 6 March 2015, 11:18
Last update: about 12 years ago
With the latest earning season coming to an end, we like to take a look at banking sectors that is likely to be in the spot light in the coming months in relation to the monetary policies...
Diverging monetary policies
Thursday, 5 March 2015, 10:11
Last update: about 12 years ago
Investors find themselves in a monetary changing environment, and the “known assumption” that all major Central Banks will adopt comparable and similar policies to organically help the...
Opportunities in the bond markets
Wednesday, 4 March 2015, 11:15
Last update: about 12 years ago
I was taken by surprise following the announcement of the allocation policy for the MGS 3% 2040. Investors were allocated only €10,000 per applicant plus an additional 12% of the remaining...
ECB meeting on Thursday
Tuesday, 3 March 2015, 10:24
Last update: about 12 years ago
The main event of the week is the European Central Bank meeting in Cyprus that is scheduled for next Thursday. Equity markets continue to rally and yesterday marked an important day for US...
The US data big week
Monday, 2 March 2015, 11:08
Last update: about 12 years ago
With the earnings season essentially over and the latest news from the Federal Reserve been already digested by the markets after last week Yellen’s congressional testimony, investors would most...
US data in the spotlight
Friday, 27 February 2015, 10:04
Last update: about 12 years ago
Equity markets traded higher yesterday and their US counterparts closed flat as jobless claims data showed a rise in applications for unemployment aid. Stock Index Futures are indicating a flat open,...