Last week was a quiet one for markets, with both equities and bonds down slightly. Global equities are currently off some 2.5% in local currency terms from their July high … Read More
Higher for Longer
Global equities last week reversed part of their decline earlier in August, rising 1.5-2% but remaining a similar amount down on their end-July high. Just as the earlier retreat was … Read More
Bonds Take Their Toll
Bonds Take their Toll Global equities continued their retreat last week, falling around 2.5% in both local currency and sterling terms, and are now down some 4.5% from their end-July … Read More
Inflated Worries
Global equities edged lower last week, leaving markets down 2.5% in local currency terms and 1.9% in sterling terms from their highs at the end of July. Bonds also lost … Read More
Peak Rates in Sight
Global equities reversed course last week, with markets unwinding some of their recent gains. Global equities were down 2.0% and 1.4% in local currency and sterling terms respectively. Meanwhile, bond … Read More
Central Bank Fest
Global equities continued their upward path last week, gaining some 1% in both local currency and sterling terms. China was the star performer with a 6.3% increase while the UK … Read More
UK Joins The Party
UK markets gave a collective cheer to last week’s news that UK inflation had for the first time for several months surprised on the downside. Equities rose 3.1% over the … Read More
US Inflation Cheer
US Inflation Cheer Global equities rose 2.5% last week in local currency terms, more than reversing their fall the previous week and reestablishing the upward trend seen over the last … Read More
Recession Risk Remains
Global equities have continued their recent choppy performance, rising some 2% last week and reversing their drop the previous week. US equities fared best with a gain of 2.4% in … Read More
Mortgage Maelstrom
Global equities last week reversed most of their gains seen the previous week, falling 1.9% in local currency terms and 1.4% in sterling terms. The US held up best, benefiting … Read More