Talking Points

- “Risk on” is the broad market theme at present, with safe haven assets out of favor.

- That’s positive for assets like stocks and the Australian Dollar, negative for the Japanese Yen and gold.

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Trading volumes are declining as the holiday period continues but some broad themes are emerging: riskier assets like stocks and the Australian Dollar are in demand while safe havens such as gold and the Japanese Yen are more subdued.

Interest rates remain the dominant market theme but, especially in the UK, domestic politics and the Brexit negotiations will be important in the days to come. Among the indicators to look out for this week is the latest ZEW report on German investor sentiment, as well as the interest rates decisions in the Euro-Zone and Japan.

In the markets, copper is one to watch; its strength reinforcing the view that market sentiment is positive presently.

--- Written by Martin Essex, Analyst and Editor

To contact Martin, email him at martin.essex@ig.com

Follow Martin on Twitter @MartinSEssex

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