Market Overview

The past few years has seen the prices of real estate in New Zealand skyrocket as a combination of historically high immigration and capital flows largely predicated by QE, have impacted the local...

For investors, the most important thing about the successful review of Greece's implementation of last year's agreement is that it effectively removes it from the list of potential disruptive factors...

There are several conflicting cross-currents in financial markets, but the wash-up is the Fed’s message is that the world is better than you think and the market seems to be warming to this...

This past week, three central banks released meeting minutes. The ECB reported on a fairly positive internal environment, while, for the first time in recent memory, the RBA focused on inflation. The...

The AUD/USD has been in free fall for the past few weeks as a result of falling commodity prices and an RBA intervention. Whilst the voracity of the last few slips pale in comparison to previous...

We felt strongly that the FOMC minutes would be more hawkish than the statement that followed the meeting, and we were not disappointed. However, our caveat remains: the minutes dilute the signal that...

“Earnings don’t move the overall market… focus on the central banks and focus on the movement of liquidity… most people in the market are looking for earnings and...

Despite the generally recovering iron ore Spot prices, a recent 6% slip is revitalising fears for the metal’s future. While this relatively small dip may not be a huge worry at present,...

The New Zealand dollar has remained largely buoyant over the past few weeks despite a range of sentiment swings to and from the US dollar. Despite this level of resilience, there are some concerning...

The question we should ask, after closing April with a solid 3.3% gain for the ASX 200, is whether we can make it three consecutive monthly gains in row. This is a fate we haven’t seen since...

The odds are starting to favor a top in the euro and bottom in the dollar. Patience with gold is required. I don’t anticipate the next good buying opportunity in the precious metals sector until...

S&P 500 total return index at all time highDespite a disconcerting 4% drop in Chinese equities yesterday, US and European markets managed to push higher. The all-important weekly US Department of...

UK Treasury Chief, George Osborne hit the newswires last night with quotes warning that a British exit from the European Union could have potentially catastrophic economic consequences to not only...

Doha Disappointment: Last week, we spent most of our time questioning whether oil had gone too far, and how we could possibly take advantage of the mismatch between market expectations and what a...