Trader thoughts – reflation the play of the day
The reflation trade continues to evolve through markets and what has generally worked in markets continues to do so. The fundamental catalysts once again have us questioning the broad moves, but as we know this is a market where we think less and go with the flow. Like many, I had considered there to be…
Trader thoughts for the Asia open
Asia has one thing on its mind – the Coronavirus – although, we must consider US politics and the fact that Bernie Sanders is now a firm favourite. Not just to convincingly take out the Iowa caucus (on 3 February), but is now 8 ppt ahead of Biden to take the full Democrat nominee to…
The Daily Fix – EUR finding some form with stimulus talk in play
The noise in the Brexit saga is deafening, but by all accounts, we are closer on a customs arrangement on Northern Ireland, yet, still have to work on the issue of VAT. It is unclear at this stage if there will be any concrete proposal to thrash out in tonight’s EU Council meeting, but the…
The Daily Fix – A mid-week chart fest
We’ve discussed global rates and trade tensions in some depth of late, but news that was undoubtedly a key feature yesterday was the idea of renewed China stimulus. We saw the China CSI 300 index close up 3%, with A50 index (CN50) closing 2.5% higher, although we’re looking for a more subdued open today. The…
