Faraday Research

Risk events keep coming but we can always rely on the new American President-elect to stoke the fires. This week, notably in his inauguration week, Mr. Trump turned his attention to FX markets and...

An individual's views on gold's investment merits are often as deeply entrenched as their political or religious affiliations. Curiously, there's not the same conversational taboo about discussing...

This week sees markets face the sobering reality of last year’s key political decisions.Theresa May talks ‘hard Brexit’ tomorrow and Donald Trump is sworn into the White House on...

This week saw MRW, SBRY, TESO and MKS report. Accordingly, let’s take a look at the ‘state of play’ for British supermarkets.First and foremost, the updates were without doubt...

Of all the New-Year topics to cover -- US dollar Performance, yuan relevance, Donal Trump et al -- the obvious topic has to be the British pound.Sterling has resumed its long-term downtrend from those...

The stock market (S&P 500) has risen over 6% in the two months since the US election, with sectors like Financials, Energy, Industrials and Materials rising even more. Impressive as the bullish...

If you follow financial media, you've probably noticed that pundits have a tendency to dub every monthly NFP release as "THE MOST IMPORTANT JOBS REPORT OF ALL TIME!"At least in terms of its impact on...

The Tweeter-in-Chief is at it again.A series of tweets from President -elect Trump over the last two days has reminded traders that 2017 will be a year unlike any other for political risk. Epitomizing...

In the 1993 movie Groundhog Day, Bill Murray plays an arrogant weatherman who gets stuck in a "time loop" and is forced to relive the same day over and over again. Lately, the Federal Reserve has...

Markets have settled into their traditional holiday lull and with many countries on bank holiday today (and in effect, for the entire week), there's little prospect of an imminent pick-up in market...

Wednesday’s trading range for the Dow Jones Industrial Average was just 55 points. To put this in perspective this is the narrowest it has been since the 2nd of July 2014 (a whopping 624...

Bloomberg ran a fascinating article on millenials' investment decisions in the wake of the US Presidential election. Apparently, younger investors plowed money into highly leveraged defensive ETFs,...

One of the more consistent "calendar effects" in markets is the so-called "Santa Rally" in global stock markets in the final weeks of December. Historically, equity markets have repeatedly shown a...

If last week was dominated by Draghi, then this week is sure to focus on the Fed.While it’s widely anticipated that the US central bank will hike rates on Wednesday, there remains plenty of...

If last week was dominated by Draghi, then this week is sure to focus on the Fed.Whilst it’s widely anticipated that the US central bank will hike rates on Wednesday, there remains plenty of...

Markets had a bit of an "eye-of-the-storm" feeling Friday as traders continue to digest Thursday's ECB meeting.As we noted Friday, the central bank opted to extend its Quantitative Easing (QE) program...