The drum beat of financial headlines and broker results would persuade casual observers of extremely low volatility in equities markets. Last week was a bit livelier but low volatility is no excuse for complacency.
July 14th, 2014 by Gary
While many digest turkey leftovers the other Turkey has witnessed a mini-implosion of its ministerial cabinet. No matter, markets continue to hit new highs and show there is just no substitute for confidence.
December 27th, 2013 by Gary
The chatter from dealing desks is that activity is still pretty brisk despite holidays approaching. We did wonder what could be driving activity and then we saw this delightful cheeky tweet….
December 10th, 2013 by Gary
Netflix is hitting all-time highs today which would suggest that investors are prepared to discount a pretty decent future for video streaming. However, overall investor interest in the equities markets looks to be tapped out.
September 10th, 2013 by Gary
Only a few days ago we listed 6 macro threats to a relaxing time on the beach for investors. BOA/Merrill Lynch have just published their July investor survey and, by a street China topped the fear list.
July 17th, 2013 by Gary
Yesterday was ugly across the asset class universe bar the liquidity haven of the US dollar. However, there was one other huge winner which we highlighted on June 13th.
June 21st, 2013 by Gary