by Judith Waker | Dec 31, 2015 | Analysis, Blog
The Santa Claus rally was not exactly impressive. In fact if you had started your holidays at the beginning of Christmas week, or attended the office party you probably missed it. The S and P 500 did break a level and it promoted a flurry of risk-on behaviour. At...
by Judith Waker | Dec 15, 2015 | Analysis, Blog
Another rate cut and another currency appreciation. Following in the footsteps of the ECB and once again their decision anticipated by the market, the RBNZ cut their rate last week to 2.5% but the NZD did not fall as one might expect for two reasons. Firstly a large...
by Judith Waker | Dec 8, 2015 | Analysis, Blog
One of the tweets I read on Friday following the drama the day before, and from a reputable analyst and author, John Netto, said that ‘Market Historians will come to know 2015 as the year of ‘’Misinterpretation of Central Banks’ As the post Draghi autopsy continues,...
by Judith Waker | Nov 30, 2015 | Analysis, Blog
Santa Claus may well be coming to town in three weeks but not before Mr.Drahi who hits the scene as soon as Thursday with his much anticipated monetary policy decision and another twelve eclectic individuals closing in on Austria’s Friday Opec meeting with their...
by Judith Waker | Nov 24, 2015 | Analysis, Blog
I thought of just writing one paragraph this week. No-one knows what is going on! It would be about the lack of direction, the distortion of policy and economics by central banks across the globe, the inevitable growing mistrust of their opinions and the dangers of...
