Latest Sensible Market Commentary

The Week That Will Be (12 January 2020)

This week we will find out:

  • Who is winning the Trade Wars? – China Trade Balance (Tues) ahead of US/China sign Phase One Deal (Weds), EU Trade Commissioner visits US (Thurs)
  • How are the markets doing? – Earnings from BlackRock (Weds) and US investment banks (JPM Tues / GS Weds / MS Thurs)…
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    2020: Let’s Do This

    1. Fed cuts rates to 0.0-0.25%. The “Fed Listens” strategic review gives them the opportunity to overhaul their framework – and now they want to run the economy hot.
    2. Canada cuts rates below 1%. With growth floundering, the BoC need to catch up with the stimulus enacted by their southern neighbour. A new governor mid-2020…

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    CEO Lagarde

    ++ Steady as she goes until the Strategic Review is complete. Watch Philip Lane for monetary cues ++

    • “I’m neither a dove nor a hawk. My ambition is to be this owl”
      • She will start in neutral. Consult widely.
      • But when she takes the decision, she will have picked a…
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    Helen Thomas CFA

    Helen Thomas CFA has almost two decades of experience working in financial markets for banks and fund managers. Most recently she was Head of Currency Alpha at SSGA. She was also an adviser to the former Chancellor of the Exchequer, George Osborne and Director of the Financial Markets Reform Programme at Policy Exchange. She’s a Board Member of CFA UK and a Freeman of the City of London.

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    Helen Thomas