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zak mir on gold and the search for the floor…

zak mir on gold and the search for the floor…

3 mins. to read

While from a fundamental perspective, it is not entirely clear whether we have seen the worst in the Russia/Crimea situation, the recent Sudetenland tribute seems to have been fully discounted by Gold. Of course, the metal’s credentials as the best geopolitical barometer we have are very often eclipsed by Crude Oil. However, in the run…

OVERNIGHT MARKETS ROUND UP – 02/04/14

OVERNIGHT MARKETS ROUND UP – 02/04/14

0 mins. to read

Asian stocks extended gains overnight, rising for a sixth straight day following robust US manufacturing data and optimism about global growth. Investors remain incredibly bullish, taking the opportunity to push up prices on lacklustre events. Data this week has been fairly mixed yet with the talks of China and the ECB potentially increasing stimulus, this…

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…