Us equities

Trump, banks, and Apple’s trillion dollar dream

May 2, 2017 11:21 AM
If you thought Donald Trump was set to be a friend of the major US banks, think again. Their underperformance on Monday was triggered by comments President Trump made to Bloomberg about the potential to break up big banks.

NFP preview: do NFPs matter now that a rate hike is signed, sealed and yet to be delivered?

March 8, 2017 8:17 PM
<p>This Friday at 1330 GMT the eagerly awaited February NFP report is scheduled to be released. The market is expecting a reading of 197k, while […]</p>

A hasty Fed and the impact on equities

March 7, 2017 11:29 AM
<p>For the first time in my career Bloomberg’s World Interest Rate Probability screen is telling me that there is a 98% chance of a Fed […]</p>