Weekly research notes covering the full spectrum of asset classes

Market Commentary – 30/04/2018

April 30, 2018 / Yee Kiat

North and South Korea have taken monumental steps to make peace, with North Korea pledging to denuclearise ahead of Kim’s summit with Trump. Won, Kospi and Asian markets all rallied as tensions in the peninsular subside. US: Fed’s preferred measure of inflation is said to hit 2% this week, March’s personal consumption expenditure is expected […]

Market Commentary – 27/04/2018

April 27, 2018 / Ben Acton Bond

  The DAX is up 0.8%, the CAC 40 up 0.23%, the UK FTSE 100 up 0.70% and Italy’s FTSE MIB retraced back 0.40% (the index is close to relative highs) Europe’s Stoxx 600 Index is up 0.21% in morning trading today after having rallied more than 1% yesterday. We may associate this move to […]

Market Commentary—26/04/2018

April 26, 2018 / Ben Acton Bond

European stocks are flat overall, though the Italian stock exchange posted a 0.75% gain, moving ever closer to the 2015 highs. Shanghai Composite and Hang Seng are both down, upwards of 1%. Tokyo’s Topix closed up at 0.25%. While the gain is modest, American markets seem to show a slight improvement since Monday’s drop. Futures also […]

Market Commentary—24/04/2018

April 24, 2018 / Ben Acton Bond

Asian markets closed up after a confident up day, while momentum for their European counterparts eased with earnings season. Looking at S&P 500 futures, the index is expected to open with a bump up 0.43%. Oil prices pulled back slightly after having touched new 4 year highs. Brent crude’s intraday high was $75.25 a barrel. […]

Market Commentary—23/04/2018

April 23, 2018 / Ben Acton Bond

European markets followed Asian bourses lower, with the Euro STOXX 600 down 0.20% in morning trading. Japan’s Topix closed down 0.19% and Shanghai’s Composite Index is at -0.11%. Futures trading on the S&P 500 expects the index to open slightly lower after a 0.85% drop on Friday. Ten-year Treasury yields edged closer towards 3%, once […]