30 June

Business Insider

• Writing in an email on Friday morning, Accendo Markets’ Mike van Dulken says the morning’s activity “comes after a weak Wall St finish (Tech underperforming) extended to Asia overnight as a bond market sell-off inspired by hawkish (perhaps misconstrued) central bank comment proves contagious for equities. After years of low rates and QE pushing the two sector asset classes to record highs, the relationship appears to hold even in the case of a reversal. Sentiment is however off its lows thanks to China PMI data and major equity levels having held up.”
• http://uk.businessinsider.com/market-moves-friday-june-30-UK Index -100-nikkei-2017-6

29 June

Bloomberg

•  Markets may have read too much into Mario Draghi and Mark Carney’s comments this week, says Mike van Dulken, Head of research at Accendo Markets. He told Daybreak Europe’s Caroline Hepker and Markus Karlsson their statements could be seen as both hawkish and dovish. He also spoke about his outlook for sterling.
• https://www.bloomberg.com/news/audio/2017-06-29/van-dulken-central-bankers-walking-a-fine-line

28 June

Digital Look

• Weakness in the euro was “driven by a combination of ECB President Draghi driving the EUR higher with surprisingly hawkish rhetoric yesterday, more disappointing US data yesterday and yet another vote delay for Trump’s US healthcare bill sapping yet more confidence in his grand policy and stimulus plans,” said Mike van Dulken and Henry Croft at Accendo Markets.
• https://www.digitallook.com/news/market-report-europe/europe-open-stocks-track-wall-street-lower-euro-gains-altitude–2744363.html

27 June

Reuters/Daily Mail

• “Spain is still seen as the weak one in Europe, so if this takes it a step away from further weakness then that’s certainly a positive,” Mike van Dulken, head of research at Accendo Markets, said. “It’s probably a positive in the sense that it’s consolidation, cleaning it up, simplifying it, but it relies on how futures moves are made.”
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  http://www.dailymail.co.uk/wires/reuters/article-4642776/European-shares-hit-reverse-Schaeffler-slump-drags-autos.html

26 June

Telegraph

• Previewing the action in Europe, Accendo Markets analyst Mike Van Dulken cautioned that the stronger pound could hinder the UK 100 while a weak euro may help the blue chip Dax in Germany outperform its UK counterpart. Mike Van Dulken, Accendo Markets analyst: A positive opening call comes courtesy of a positive session in Asia to start the new trading week and oil recovering more of last week’s lost ground, although we caution that Crude prices have yet to convince that they can overcome their falling channels of the last month.
• http://www.telegraph.co.uk/business/2017/06/26/oil-gains-help-UK Index -open-week/