Equity markets recovered a bit more of their losses last week, taking heart from confirmation that trade talks between US and China will be resuming over coming weeks. But while … Read More
Growth still slowing but central banks not yet out of ammunition
Equity markets recovered some of their losses last week as sentiment regarding the US-China trade war took a turn for the better. Little of substance was behind the improved mood … Read More
It’s all about Trump
Another week of volatility for equity markets and Donald Trump was once again the cause, with another round of tit-for-tat retaliation in the US-China trade war.
Unprecedented times
Global equities have had another volatile week with markets ending down around 1% over the week and 4.5-5% from their highs in late July. Volatility has been boosted not only … Read More
Volatility returns
Last week was a volatile one for equity markets. Global equities fell significantly last Monday and were down some 5%, at their low point, from their late July highs.
Trump trumps the Fed
The big event last week was all set to be the Fed’s decision to cut rates by 0.25%, the first reduction since the financial crisis. Instead, President Trump hijacked events … Read More
An easier world – or not
Central banks are very much the focus of attention for markets at the moment. This week, the highlight will be the meeting of the Federal Reserve on Wednesday which should … Read More
Waiting for the Fed and the ECB
Following their strong run in June, global equities have paused for breath in the last couple of weeks. Hopes of monetary easing have been a major force driving markets higher … Read More
What will follow the sugar rush?
While it may have been a flat week for global equities overall last week, US equities passed a major milestone with the S&P 500 index breaking through the 3000 mark. … Read More
Monetary easing versus slowing growth
Equities had a good week last week. In sterling terms, they gained as much as 3.0%, helped by a fall in the pound to $1.25 as Boris Johnson continued his … Read More