June Trading Insights from David Long

June Trading Insights from David Long
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Trade talks, the on again-off again North Korean summit, Italian politics. That pretty much sums up the month of May. For stocks, the month started sweetly, rallying to make recent highs but then stalling. The rally came off the back of easing tensions between China and the US, then stalling on North Korean summit being […]

May Trading Insights from David Long

May Trading Insights from David Long
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Volatility continued to dominate the trading scene with barely any trends being set as the market whipsawed from headline to headline. Earlier in the month, trade wars were the theme, then came tensions with Russia and Syria. By mid-month however, Trump was less vocal on both issues and the market began to focus on economic […]

April Trading Insights from David Long

April Trading Insights from David Long
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Let me start in a safe area, interest rates. The US Federal Reserve has met this week, and as priced in and widely expected, have raised interest rates by 0.25 basis points to 1.75%. It will bode you well if you remember that when the USA is in a rate hiking environment the US Dollar […]

March Trading Insights from David Long

March Trading Insights from David Long
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The month of February has proved to be more interesting than expected. Last letter we wrote, we were focused on currency manipulation and the divergence between the ECB and US Fed. However, the month of Feb started with a bang, literally on the first day of the month. Stocks closed out January 1.8% off its […]

February Trading Insights from David Long

February Trading Insights from David Long
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Trump and his administration continue to have a profound effect on the Greenback and US stock market. Ironically, or hypocritically, they recently were called out for manipulating the currency, by none other than Mario Draghi himself. The hypocrisy is from Trump’s campaign platform of naming and shaming countries that manipulate their currency. The US Treasury […]

Welcome 2018: January Trading Insights from David Long

Welcome 2018: January Trading Insights from David Long
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Risk Manager David Long shares his expert insight into January’s economic data. Welcome to the new year. Traditionally this time of year is scant of economic data, 2018 is no different. So far there has been little economic releases to focus on. Price action has been driven more by fiscal headlines than monetary ones. Think […]

2017 in Review

2017 in Review
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2017 in Review For me, the story of the year is in interest rates. Rates are key to the movement of currencies, being that currencies are very susceptible to interest rate movements as they are an interest rate bearing product. Across the globe we have had slow rising growth and that has been key to […]

September 2017 Market Overview

September 2017 Market Overview
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September 2017 Market Overview $Us Dollar:  The month started with improved ISM Manufacturing and disappointing Non-Farm Employment Change, Non- Manufacturing PMI , Average Hourly Earnings m/m, Unemployment Rate and Unemployment Claims. Crude Oil Inventories improved. Mid-month met disappointing PPI m/m, Core Retail Sales and Retail Sales m/m. CPI m/m improved as did Unemployment Claims and […]

August 2017 Market Overview

August 2017 Market Overview
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August 2017 Market Overview $Us Dollar:  The month started with disappointing ISM Manufacturing and Non- Manufacturing PMI. Non-Farm Employment Change improved. ADP Non-Farm Employment Change came below expectations as did the Unemployment Claims. Unemployment Rate and Average Hourly Earnings m/m came in line. Crude Oil Inventories were disappointing, while Mid-month met disappointing PPI m/m, CPI […]

July 2017 Market Overview

July 2017 Market Overview
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$Us Dollar:  The month started with improved ISM Manufacturing and Non- Manufacturing PMI. Non-Farm Employment Change improved. ADP Non-Farm Employment Change came below expectations as did the Unemployment Claims, Unemployment Rate and Average Hourly Earnings m/m. Crude Oil Inventories were disappointing. Mid-month met improved PPI m/m, slightly increased Unemployment Claims, while CPI m/m, Core CPI […]

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