The Day Today

"The Day Today" - 23 Sept

* Merkel wins with the highest share of votes for the CDU since 1990, but the question is what coalition will she form

* 12 Fed speakers this week (!) but will we learn anything new.

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"The Day Today (Friday edition)"

And so, it feels like we’re back to where we started. $/ZAR touched 9.55 yesterday, back to May 22nd levels before tapering chat began. While currencies are confused, stock mkts are still performing relatively well,

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"The (What taper?) Day Today" - 19 Sept

And so the world’s most important central bank blinks. They teed up the market for tapering and then claimed that ‘tightening financial conditions’ meant they have to wait and see.

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"The Day Today" - 17 Sept

FED * WSJ:  Yellen “emerged as the front runner”.. “The process for selecting a nominee isn’t starting over…no new candidates have been added to the mix.. An announcement won’t happen this week” 

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