by Judith Waker | Nov 17, 2015 | Analysis, Blog
To discuss the economic consequences of Fridays deadly attacks in Paris so soon after the event, seems disrespectful. The emotional effect in Europe and that includes the UK , and beyond, has been profound and a state of shock and sadness prevails. Of course it does...
by Judith Waker | Nov 10, 2015 | Analysis, Blog
As the economic world digests the data from the US last Friday and what it may mean for the weeks trading before the Christmas holiday, one thing has become clearer; that the divergence in monetary policy between the USA and ‘the rest’ is becoming ever more...
by Judith Waker | Nov 2, 2015 | Analysis, Blog
Monetary policy divergence has been the developing theme of the last week, with a much more than expected hawkish Fed mid week, and no easing from either the RBNZ or the BOJ, it was a very different week to the one that preceded it. The ECB, already with negative...
by Judith Waker | Oct 27, 2015 | Analysis, Blog
When we take the time to analyse what lies beneath market action and more particularly price direction we find there are two major areas of focus. One is the big risk events that lurk in the weekly calendar and the second is the risk environment and to what extent...
by Judith Waker | Oct 19, 2015 | Analysis, Blog
Tracking down fundamental themes and identifying the sentiment is a vital first step in making our trading choices, so this week we will take a close look at what the pros are thinking as events take place and what we can look forward to this coming week. Urban...