Swen Lorenz

OVERNIGHT MARKETS ROUND UP – 01/04/14

OVERNIGHT MARKETS ROUND UP – 01/04/14

0 mins. to read

We look set for a volatile day of trading on global stock markets as manufacturing PMI figures are released from countries around the world. Throughout the night, China reported an eight-month low HSBC Manufacturing figure of 48.0, down from February’s figure of 48.5 and showing a contraction in the sector for Q1.  The Australian dollar…

The return of Irrational Exuberance!

The return of Irrational Exuberance!

4 mins. to read

For those readers that weren’t around in the 1990’s, from an equity perspective, the latter half were crazy years! With most “anal”-ysts (yes, them again!) expecting just just mild equity gains after a storming run from the 1987 crash that was punctuated with a few 10-20% correction bouts, markets, as ever, confounded the majority, shooting…

chart du jour – seasonality v presidential cycle

chart du jour – seasonality v presidential cycle

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April is historically the strongest month throughout the year, posting on average a whopping return of 2.5% for the month. However, data below reveals that at this point in the Presidential cycle returns have been the lowest over the subsequent quarters. Which will win out this month and will the historic record hold as we…

OVERNIGHT MARKETS ROUND UP – 31/03/14

OVERNIGHT MARKETS ROUND UP – 31/03/14

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Asian markets started the week in positive territory, pinning high hopes on China stimulus. With recent data showing the Chinese economy is not performing as well as hoped, investors are holding onto speculation China would take steps to stimulate its economy. European futures are scheduled to follow suit, indicating a higher open ahead of a…