A look into 2014
Ideas of the Year A look into 2014 for our last Daily Brief of the year. Our strongest conviction is with the Aussie, seeing it near the 0.80 level towards …
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Settling for year end
Idea of the Day From here to the end of the month is likely to be characterised by tight ranges for the most part, with some scope for volatility around …
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Finding a theme
Idea of the Day With the Fed out of the way, volatility in markets has died down and is likely to remain muted today and for the early part of …
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Markets unwinding after taper day and the Fed’s promise
The long awaited “taper†has finally arrived, with equity markets taking the announcement in stride and treating the relatively more hawkish statement from the FOMC as an early Christmas present. …
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Softening the blow
Idea of the Day Last night the FOMC gave with one hand and took away with the other. It gave by adjusting its pledge to keep rates low so long …
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Risks around the Fed
Idea of the Day This is the last full trading week of the year, but it should be a pretty interesting one. The Fed stands tall over the agenda, their …
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