Morning Roll Call

  • MORNING ROLL CALL

    Dec 12, 16 • 744 Views • Morning Roll Call No Comments

    The Federal Reserve Hike Is A 100% Certainty, Apparently… The FOMC (the federal reserve’s open committee) meets for the final time this year on Wednesday. The expectation, courtesy of the analysts polled, is for a unanimous FOMC agreement to raise...

  • MORNING ROLL CALL

    Dec 9, 16 • 696 Views • Morning Roll Call No Comments

    When did a trillion become so trifling? From time to time it pays to take a step back from our markets, in order to recalibrate our perceptions. Apologies in advance for the mixed metaphors but occasionally; “taking a view from the hill”, being...

  • MORNING ROLL CALL

    Dec 8, 16 • 759 Views • Morning Roll Call No Comments

    As USA equity markets reach record highs, has the Santa Rally started early? Bah Humbug! A Santa Claus rally is considered to be the rise in equity prices during the month of December, however, it’s generally seen (and limited to) the final week of...

  • MORNING ROLL CALL

    Dec 7, 16 • 782 Views • Morning Roll Call No Comments

    Are banks now all too big to fail? History doesn’t repeat itself, but it does rhyme Mark Twain – “History doesn’t repeat itself, but it does rhyme.” Voltaire – “History never repeats itself. Man always does.” Occasionally,...

  • MORNING ROLL CALL

    Dec 6, 16 • 808 Views • Morning Roll Call No Comments

    The markets remain calm after the Italian referendum vote In yesterday’s morning roll call we highlighted the immediate calm market reaction to the Italian referendum vote. Moreover, we suggested that the effects and the potential aftershocks of the NO...

  • MORNING ROLL CALL

    Dec 5, 16 • 741 Views • Morning Roll Call No Comments

    Referendum decisions only signal the beginning of the process       The Italian referendum NO vote market moves were subdued in comparison to that witnessed in the wake of the Brexit vote and Trump’s victory. Shortly after the markets opened on...

  • MORNING ROLL CALL

    Dec 2, 16 • 885 Views • Morning Roll Call, Uncategorized No Comments

    “Things that make you go hmmm”, analysts doubt OPEC’s cut will last… The ink wasn’t even dry on the agreement that OPEC (apparently) signed on November 30th and analysts scratched their heads, stroked their beards, narrowed their...

  • MORNING ROLL CALL

    Dec 1, 16 • 782 Views • Morning Roll Call No Comments

    OPEC finally finds its sweet spot, for light sweet crude. It’s always a relief for: analysts, economists and market commentators when a huge looming economic event, highlighted on the economic calendar, is finally over. The narrative, building up to...

  • MORNING ROLL CALL

    Nov 30, 16 • 870 Views • Morning Roll Call, Uncategorized No Comments

    Renzi’s Italian job, he might “just blow the bloody doors off!” In the 1969 British film the Italian Job, a film depicting a gold theft in Turin, the actor Michael Caine delivered what’s now regarded as a legendary line; “you...

  • MORNING ROLL CALL

    Nov 29, 16 • 802 Views • Morning Roll Call No Comments

    Mario Draghi reads the riot act to the UK and warns of the consequences of a hard Brexit. “The Riot Act (1714) was an Act of the Parliament of Great Britain that authorised local authorities to declare any group of twelve or more people to be unlawfully...

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