Friday 24th September, 2021 ________________________________________ It has been a busy fortnight with no shortage of economic data releases, policy statements, and corporate and political events for market participants to price (or at least try to). The reactions to the barrage of news flow have...
Friday 10th September, 2021 ________________________________________ Equities have been on a downwards path for much of this week as concerns grow among investors that US and European central banks will soon begin to taper their massive asset purchase programmes in response to consumer price infl...
Friday 27th August, 2021 ________________________________________ Most markets have been in recovery mode this week, following a period of consolidation amid concerns about the economic impact of (gradual but increasingly imminent) monetary stimulus withdrawal in the US, the spread of the Delta v...
Friday 13th August, 2021 ________________________________________ Global equities have seen strong performance in August so far, with European stocks leading the pack. By the close of trading on Thursday, the pan-European STOXX 600 Index was up +2.8% for the month – and the benchmark has made f...
Friday 2nd July, 2021 ________________________________________ With June coming to a close, we can look back over the last 6 months and come to the clear conclusion that the first half of 2021 has been a good one for risk assets. Markets have been buoyed by positive headlines as vaccination progr...
Friday 18th June, 2021 ________________________________________ After a slow start to the week for investors, the Fed finally stepped into the breach to inject some energy into financial markets on Wednesday when the central bank released a surprisingly hawkish revision to its central forecast fo...
Friday 4th June, 2021 ________________________________________ May was another solid month for risk assets, as investor optimism and shedloads of liquidity courtesy of our lavish central bankers continued to spur the recovery in most markets. Commodities have been the standout performer in recent...
