The downward pressure on equities continued last week although a bounce on Friday reduced the damage. Global equities are now down some 2.5-3% from the high touched in July and … Read More
Corporate earnings hold the key to equities
Global equities fell back a little last week, in local currency terms at least, on the back of a series of mildly unhelpful developments.
How long will the bounce in value stocks continue?
Global equities continued their recovery last week and in local currency terms are now in spitting distance of their highs earlier in the year – even if the recent bounce … Read More
The increasingly surreal world of Brexit
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