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Markets enjoy another day of improved risk sentiment, hoping for more of the same today
Good morning  Half way through April already and the markets continue to trade with a degree of optimism that I find mildly odd given...
revansfx
Apr 154 min read
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Equities up, USD down, for the time being at least
Good morning  What a fantastic weekend spent with the family celebrating my eldest’s 2st birthday. We enjoyed cocktails and steaks on...
revansfx
Apr 144 min read
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All aboard the rollercoaster...
Good morning  More rollercoaster moves as markets still struggle to digest Trump’s tariff decisions.  European equities had a decent...
revansfx
Apr 114 min read
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Trump's tariff reversals leads equity markets to record gains
Good morning  Another day, another load of turmoil in the markets. European equities were down again yesterday roughly reaching the -3%...
revansfx
Apr 104 min read
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Improved risk sentiment was short-lived, bring on the volatility
Good morning  A temporary bout of improved risk sentiment saw European equities finish up around the 2-3% area yesterday and for a while...
revansfx
Apr 93 min read
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Volatility continues amid talk of US trade deals, retaliation and fighting until the end
Good morning  Another day, another equity market rout.  At one stage yesterday a headline suggested that Trump was considering a 90 day...
revansfx
Apr 84 min read
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Trump continues to sound defiant despite sending global equity prices crashing
Good morning  A stronger nonfarm payroll number Friday was partially offset by a revision lower of the previous reading, plus a higher...
revansfx
Apr 73 min read
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Liberation or Obliteration
Good morning  US equities responded badly to Trump’s war on global trade. The Dow Jones was down 4%, S&P down 5% and Nasdaq was down...
revansfx
Apr 43 min read
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Trump upsets global trade, eyes now on negotiation or retaliation
Good morning  It was a another calm day in the markets yesterday, we got a bit of USD weakness into the London close with GBPUSD up to...
revansfx
Apr 34 min read
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What impact will Trumps 'Liberation Day' have?
Good morning  Here we are, Trumps ’Liberation Day’. His actual announcement isn’t until this evening, 9pm UK time to be more precise,...
revansfx
Apr 22 min read
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It may be 1st April, but its not very funny
Good morning  Q1 is over and we’re into Q2, whatever that may bring. We have Trump’s Liberation Day tomorrow where we are expecting to...
revansfx
Apr 13 min read
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End of a volatile Q1 but no sign of volatility abating as we await Trump's tariff announcements
Good morning  Option expiries back to 3pm London time, key US data releases back to 1.30pm/3.00pm london time after UK clock change this...
revansfx
Mar 314 min read
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Approaching end of Q1, Trump's 'Liberation Day' looms next week
Good morning  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the US clock changes that took place...
revansfx
Mar 283 min read
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Trump upsets markets with auto tariffs
Good morning  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the US clock changes that took place at the...
revansfx
Mar 273 min read
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GBP down as UK inflation slips lower, next up Rachel Reeves
Good morning  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the US clock changes that took place at the...
revansfx
Mar 263 min read
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Markets await any Ukraine peace news, look to UK budget tomorrow
Good morning  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the US clock changes that took place at the...
revansfx
Mar 253 min read
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Tariffs and peace talks in focus this week
Good morning  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the US clock changes that took place at the...
revansfx
Mar 243 min read
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What happened to BoE's Mann rate cut vote?
Good morning  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the US clock changes that took place at the...
revansfx
Mar 214 min read
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FOMC dovish but keep rates on hold for now, BoE up next
Good morning  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the US clock changes that took place at the...
revansfx
Mar 204 min read
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Gaza's fragile peace is broken as Israel launches fresh attacks
Good morning  US data releases will be one hour earlier at 12.30 or 14.00 london time due to the US clock changes that took place at the...
revansfx
Mar 184 min read
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