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Fed and China offer some calm to the markets
Good morning After a pleasant couple of days visiting colleagues and clients I am back at my desk wondering how, after a reasonably...
revansfx
Jul 29, 20213 min read
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No bulls in this China shop
Good morning US equities ended slightly higher yesterday, most of the Asian markets followed suit. Chinese stocks however took another...
revansfx
Jul 27, 20212 min read
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Can UK's infection rates dive as well as Daley?
Good morning I’m a little late this morning as I got caught up in the excitement of the Olympic diving, where Tom Daley and Matty Lee won...
revansfx
Jul 26, 20212 min read
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ISS offers more interest than ECB
Good morning I sat out on the garden in the evening and as it turned dark a bright light passed overhead. A look on an App told me it was...
revansfx
Jul 23, 20212 min read
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Central bankers to set the tone today
Good morning Suddenly the world feels like a better place. Equity markets are higher, USD a bit lower, GBP up, it even seems like good...
revansfx
Jul 22, 20212 min read
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Covid cases up but can they stay out of hospital?
US and Asian stocks made something of a recovery yesterday although not managing to erase all of the recent losses. Concerns about the...
revansfx
Jul 21, 20212 min read
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Inflation up, Covid up, GBP down
Good morning Well global equities continue to show strong declines as risk sentiment falls. Difficult to know whether risk sentiment is...
revansfx
Jul 20, 20212 min read
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PM in isolation as UK restrictions end
Good morning Markets are nervous as a result of the ongoing spread of Delta variant, plus US/China tensions. Risk sentiment was dealt a...
revansfx
Jul 19, 20213 min read
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Risk sentiment lower as we head into the weekend
Good morning Schools are breaking up today although my kids are already at home, a spate of positive lateral flow tests across the school...
revansfx
Jul 16, 20213 min read
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Central bankers on inflation
Good morning Feds Powell mentioned inflation yesterday, noting it was coming in higher than expected but still didn’t seem too fazed by...
revansfx
Jul 15, 20212 min read
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Inflation sends US dollar higher
Good morning Only yesterday did I mention that the markets seemed to believe the Fed about transitory inflation and no rush to raise...
revansfx
Jul 14, 20212 min read
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US equities higher but US dollar just won't weaken
Good morning The UK looks set to open up next week despite Covid infection cases rising. The key remains whether vaccinations help...
revansfx
Jul 13, 20212 min read
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Coming home.....
Good morning Well after what seems like a long and hard fought campaign, victory is ours. It was a struggle at times, but we overcame the...
revansfx
Jul 12, 20212 min read
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Overnight news, non-farms and sport
Good morning A few things going ion this morning which means I’ll have to keep it to one report again. Equities are looking good although...
revansfx
Jul 2, 20212 min read
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GBP gets no support from England win
Well what a tremendous game of football that was. A 2-0 win over rivals Germany sends England into the quarter finals, where they face...
revansfx
Jun 30, 20212 min read
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Overnight news
Good morning - No major changes in US, Asian stocks - US dollar also stable heading into month end - Dollar holds recent gains, GBP...
revansfx
Jun 30, 20211 min read
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Roll on 5pm.....
First, just to say thank you for the numerous messages of support and wishes I received yesterday. I can report my wife remains poorly,...
revansfx
Jun 29, 20213 min read
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Overnight news
Good morning - US equities mixed yesterday, Asian markets lower overnight - USD a touch higher as risk sentiment wanes over Delta variant...
revansfx
Jun 29, 20211 min read
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Covid or gardening, which hurts more?
Something of an interesting weekend in the Evans household. Three out of the five of us tested positive for Covid-19, only myself and my...
revansfx
Jun 28, 20213 min read
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Overnight news
Good morning - US stocks close higher again Friday, Asian markets mixed - Feds Kashkari says US still in deep hole - Expects high...
revansfx
Jun 28, 20211 min read
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