24th March 2022

Espresso Morning Call: USD edges higher as indices rebound

There is a sense of mixed sentiment on major markets this morning. Treasury yields are higher along (...)

22nd March 2022

The warning signals are flashing for the rally on indices

Equity indices continue to rally, despite the warning signals flashing red on bond markets. There ar (...)

22nd March 2022

Espresso Morning Call: USD rallies on a more aggressive Fed

Fed chair Powell’s hawkish speech has driven bond yields sharply higher and strengthened the USD. Eq (...)

17th March 2022

USD starting to correct despite a hawkish hike from the Fed

The Fed has hiked by +25bps and signaled more to come this year. However, the USD seems to have turn (...)

16th March 2022

Espresso Morning Call: Risk rallies on more realistic talks

President Zelensky has updated on the ongoing peace talks between Russia and Ukraine, noting that th (...)

14th March 2022

Recent forex trends begin to reverse but USD remains strong

We believe that the USD is well-positioned to continue to perform well. If geopolitical tensions imp (...)

7th March 2022

EUR and GBP underperformance continues as AUD and NZD soar

An incredible divergence in the performance of major currencies continues. There are few signs of th (...)

4th March 2022

Espresso Morning Call: More risk aversion ahead of payrolls

Markets are reacting to the news overnight of a Russian attack on a Ukrainian nuclear power plant. T (...)

3rd March 2022

Espresso Morning Call: Cautious markets amid “wait and see”

There is a cautious look to markets this morning as sentiment begins to look tentative but with supp (...)

2nd March 2022

A surge in the oil price shows little sign of stopping

Oil has surged higher in recent days. It seems that another supply shock is driving the move.

2nd March 2022

Espresso Morning Call: Short respite from negative sentiment

Markets have begun to look a little more supported in the European session. However, this relief ral (...)

1st March 2022

Wall Street indices are now outperforming European markets

Since Russia invaded Ukraine, an outperformance of Wall Street over European indices has developed. (...)