Kylin Prime Group

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[Kylin Prime Group @KylinPrimeGroup]

Last week we heard from Powell as he sought to quell the market driven appetite for US Treasury bonds. As he continually reiterated the Fed’s cautionary stance, it was just enough to halt the continuation of the move and brought renewed US Dollar buying. https://t.co/K9aeJ149c1

[Kylin Prime Group @KylinPrimeGroup]

The stock markets started Monday with a cautionary approach with Turkey's President Erdogan dismissing the head of the central bank. The markets looked to see which global Banks and companies had exposure to Turkey, with Turkish CDS being in heavy demand. https://t.co/xc7ApbKXWK

[Kylin Prime Group @KylinPrimeGroup]

As has been the theme in the last 3 weeks the Treasury yields led by in particular the US sector continue to consolidate around the 1.6% area, appearing to shrug off the more cautionary approach the globes central bankers want to take. Read More: https://t.co/5Bc4Pdbqay

[Kylin Prime Group @KylinPrimeGroup]

The US Dollar remains firmly on the front foot as the markets continue to test the resolve of the Central Bankers over the speed of a normalisation of interest rates. Last week we saw Jerome Powell opt not to differ in his views as a long steady rate path. https://t.co/I6o6lxswSa

[Kylin Prime Group @KylinPrimeGroup]

With the bond market viewed by many as the dog that wags the markets tail, it seems the financial community are not buying into the Federal Reserve’s lower for longer dovish stance on rates. Read more: https://t.co/QlR8MK8arD

[Kylin Prime Group @KylinPrimeGroup]

This week saw the bond markets and in particular the US bond markets wake up to the possibility of life beyond the pandemic with bond yields increasing by as much as 0.8% buoyed by optimism for an economic recovery post pandemic. Read more: https://t.co/aeyCxkrpIm

[Kylin Prime Group @KylinPrimeGroup]

As we welcome in the Lunar New Year, it is with the hopes that this will be a better year. Yet despite the global impacts of the pandemic global stock continue to sustain the upward trajectory with the US markets leading the way. Read more: https://t.co/yDPDGnMRVR

[Kylin Prime Group @KylinPrimeGroup]

Whilst we had become used to positive stocks meaning weaker dollar there was a disjoint from this as the US ramped up their vaccination program. The US Dollar became more in demand in its own right, rather than a by-product of the stock market moves. More: https://t.co/EwZBgxU9Xl

[Kylin Prime Group @KylinPrimeGroup]

The headlines this week are on the theme of the Retail trader taking on the Hedge Fund community. This was repeated over a number of US stocks and brought unforeseen volatility to a market that didn’t need it, thus a flight to de risk and deleverage. More: https://t.co/r2Mof4rPfT

[Kylin Prime Group @KylinPrimeGroup]

With earning season delivering well and a sea of green on numbers from the US companies in particular Banking, the trajectory of stocks for the large part of the week was to the upside with the dollar weaker on the ‘risk’ safe haven play. Read more: https://t.co/1OTABuwAaE

[Kylin Prime Group @KylinPrimeGroup]

Biden has begun his pre-inauguration tenure with a strong start, bringing a $1.9 trillion dollar stimulus package to the fore. So with the Government and Central Bank stimulus firmly in place, the equity markets are enjoying the buoyancy. Read more: https://t.co/4Sy99GL7Nh

[Kylin Prime Group @KylinPrimeGroup]

Despite the global embarrassment caused this week, investment into US equities sits at its highest historical levels, with returns on investment far eclipsing coupons on bonds its unsurprising we see fresh money coming in. Read more: https://t.co/viQPXOb0xo

[Kylin Prime Group @KylinPrimeGroup]

When we look back in history at 2020 we can hope that the world has healed and the pandemic is behind us. In a year like no other we have seen a depth of economic and social struggles. Thanks to the promise of the vaccination we hope an end is in sight. https://t.co/ZwuourIRKh

[Kylin Prime Group @KylinPrimeGroup]

Finally, the UK and the EU have reached an agreement after an eleventh hour agreement on fishing rights in UK waters. The deal will be passed to parliament in the next week whilst they will be voting on this deal or no-deal. Read More: https://t.co/Pc4BSaGL34

[Kylin Prime Group @KylinPrimeGroup]

Major indices persist in the uptrend into year end with risk safe haven currencies, namely the US Dollar slipping as the markets view critical agreement between Europe and the UK on Brexit and across the parties in the US bringing a stimulus deal. More: https://t.co/Nh6ALfgL83

[Kylin Prime Group @KylinPrimeGroup]

Gains seen in the Pound vs the Dollar were reversed as market participants exited speculative longs ahead of the Sunday meeting between Johnson and Von Der Layen, where they will announce either agreement or the UK’s departure with no trade deal in place. https://t.co/diUNEob6RP

[Kylin Prime Group @KylinPrimeGroup]

The hope of a successful vaccine for Covid-19 has gone from a hope to an impending reality. With the markets looking past the short term hurt to the long term good, stocks have enjoyed another strong week with record highs being hit across US indices. https://t.co/lQCXeqs0So

[Kylin Prime Group @KylinPrimeGroup]

Despite global stocks surging 13% this month, there remains the very real near-term risk in front of much of the world and raising cases and a nagging doubt over vaccine effectiveness and speed of distribution cannot be ignored. Read More: https://t.co/BO6p64mvrY

[Kylin Prime Group @KylinPrimeGroup]

We heard that Trump's government plans to ask the Fed to return the unused Care Act funds and offer no extension to the Emergency Lending. Such aggressive action would wipe 1% off the stock markets, but after a mini wobble they again show resilience. More: https://t.co/UEIVUjcP5d

[Kylin Prime Group @KylinPrimeGroup]

Suddenly, the stay at home staples of Zoom and Peloton lost popularity as stock pickers rotated back into old economy favourites buoyed by the thoughts of a potential return to normalisation as we saw a record one week flow into equities. Read More: https://t.co/TybAK2TM4R