Europe & UK
May Slays The Pound
The British pound has tanked again ahead of Theresa May’s Brexit plan speech. Whereto from here?
Jan 16 2017
Kathleen Brooks of City Index thinks equity markets are likely to overshoot, as they always do, but it shouldn’t be a worry this month just yet.
Dec 22 2016
The Outlook For 2017: International
Equity strategists and economists provide their views and forecasts for the global economy in 2017.
Dec 19 2016
Next Week At A Glance
A brief look at important company events and economic data releases next week.
Dec 09 2016
Previous Stories
The Overnight Report: Fear Returns
Aug 19 2011
Counterparty fear reared its ugly head with regard to European banks last night, triggering a global financials-led rout. Dow down 419.
The Overnight Report: Weary Wall Street
Aug 18 2011
It went up and ran out of buyers, so it went down but ran out of sellers. Is it time to finally take that holiday? Dow flat.
The Overnight Report: Merkozy Underwhelms
Aug 17 2011
The results of the meeting in Paris were not what Wall Street wanted to hear. Dow down 76. (Locked for subscribers until 10:00 AEDT)
The Overnight Report: Downgrade? What Downgrade?
Aug 16 2011
In a quiet session, on low volume, Wall Street returned last night to the point at which it fell on the news of the S&P downgrade. Dow up 213.
The Monday Report
Aug 15 2011
Wrap of events affecting the market on Friday night and the weekend and a preview of the week ahead.
Next Week At A Glance
Aug 12 2011
A brief look at important company events and economic data releases next week.
The Overnight Report: Heads – Let’s Buy!
Aug 12 2011
Down 600 on Monday, up 400 on Tuesday, down 500 on Wednesday, up 400 last night.
Is the Fed’s Promise A Game Changer?
Aug 11 2011
GaveKal analysis some of the unintended consequences of policies put in place. Labour more expensive than technology? Not good.
The Overnight Report: Traders Storm The Bastille
Aug 11 2011
If the US is AA+, how can France be AAA given its exposure to euro-debt? That trickle of concern turned into a flood last night. Dow down 519.
The Overnight Report: Ugly
Aug 09 2011
Wall Street tried to recover from an inevitable morning drop but as was the case in Australia yesterday, that recovery failed. Dow down 634.
Analyse The Market From A Different Angle
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