Last week was a quiet one for equity markets with global equities broadly unchanged. The only major market to post a gain was the UK which benefited from its high … Read More
Shining a Light
Last week was a good one for equity markets with global equities up 3.4% in local currency terms and 2.5% in sterling terms. This left the comparable gains over the … Read More
Murky Waters
It was another quietish week for markets overall with global equities ending up around 1% or so. Meanwhile, government bond yields edged slightly lower following sharp declines the previous week. … Read More
In the Eye of the Storm
Look at the headline move in global equities last week and you would have no idea that the financial sector is facing its biggest test since the global financial crisis. … Read More
This Time is Different
Equity markets last week lost 3.6% in local currency terms and 4.4% in sterling terms, more than reversing their gain of 1.8% the previous week. A hawkish Fed and an … Read More
A Tug of War
Equity markets rose 1.8% last week, reversing the bulk of the previous week’s decline. China led the way with a 3.3% gain. Meanwhile, bonds had a mixed week with yields … Read More
Good News is, Once Again, Bad News
Markets were broadly weaker across the globe as a raft of positive economic data suggested the inflation beast is far from tamed – meaning that interest rates will continue to … Read More
Soft, Hard or No Landing
Last week was a busy one on the data front. But while government bond yields continued their recent upward move, rising another 0.1% or so, global equities ended the week … Read More
Flirting with Recession
Last week was a relatively quiet one on the data front and saw markets slip back a bit. Global equities were down 1% or so but remain up around 6% … Read More
Data Overload
Last week was billed as an important one for markets and it lived up to expectations. There were a fair few twists and turns along the way but global equities … Read More