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How Windy Is It . . . ? Monday, 7th March 2016 – No.169

How windy was it last week?
As we identified in issue 168 of Windy, last week was going to backend loaded with the US employment data due out on Friday.  The market started the week in good spirits, buoyed by the better tone in data for the US economy, with expectation of growth in the first quarter of around 2.5%.  This […]

How Windy Is It . . . ? Monday, 22nd February 2016 – No.167

How windy was it last week?
It was blustery!  A lot of hot air prevailed last week mainly in the realm of politics. 
So, we have one hundred and twenty two days to endure the playground politics of debate around membership of the European Union.  David Cameron has announced that the date of the EU referendum will be Thursday, 23rd June and already […]

How Windy Is It . . . ? Monday, 29th February 2016 – No.168

How windy was it last week?
The only story in papers last week, from the Financial Times to the Wall Street Journal, was the countdown to Britain’s referendum on its membership of the EU; more commonly known as Brexit.  This week’s Windy is devoted to the current debate.
The fuse has been lit and we have a little over four months to […]

How Windy Is It . . . ? Monday, 15th February 2016 – No.166

How windy was it last week?
After a stormy (both in the markets and the weather) week, there is some optimism this morning as most markets opened with positive numbers (including the FTSE 100 up 2.05%).  Japan stocks posted the biggest gains since September on the back of the 11% loss suffered last week. 
European stocks also rallied for a second straight […]

How Windy Is It . . . ? Monday, 8th February 2016 – No.165

How windy was it last week?
It was certainly gusty last week and some might say it had been threatening for a while, but the sector rotation had been coming for a while. 
After a couple of warning shots over the past few weeks, last week looked more like the real thing for sector rotation.  The price action in both miners and […]

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