Markets cheered up considerably last week with increased hopes of a soft-landing driving significant gains in both equities and bonds. Global equities reversed a good part of their declines in … Read More
Eyes Wide Open
Once again equity markets were negative last week with a fall of 1.8% in local currency and sterling. Global equities are now up 4.9% for the year in sterling. Earnings … Read More
Murky at the Top
Global equities dropped last week, more than reversing their gain the previous week and ending down around 2.5% in both local currency and sterling terms. Markets are now down some … Read More
Markets Calm but Watchful
The conflict between Israel and Hamas dominated the news last week and was also the major focus for financial markets. The situation is, first and foremost, a human tragedy; however, … Read More
Jobs Galore
Last week ended for equity and bond markets, at the headline level at least, very much being a repeat of the previous week. Government bonds posted losses of 1% or … Read More
Mixed Signals On Inflation
Global equities edged some 0.5% lower last week, leaving them down 3.3% in local currency terms over September. In sterling terms, the decline over the month was reduced to a … Read More
Altogether Now
Global equities reversed course last week, falling 2.6% in local currency terms to be down 4.5% on their end-July high. A further retreat in the pound against the dollar to … Read More
Peak Rates
Global equity markets resumed their recovery last week, gaining 0.6% and 1.3% in local currency and sterling terms respectively. The UK was one of the best performers, gaining a strong … Read More
Oiling The Wheels Of Inflation
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