Market Insights
Money Matters
Money Matters 10 November 2020
AMERICA HAS DECIDED Although there are a number of states yet to be called, Joe Biden has already gained over 270 electoral college votes to
Money Matters 3 November 2020
FASTEN YOUR SEATBELTS: AMERICA VOTES The US’ economy recovered more than 80% of its decline, driven by a bounce in consumer spending and a pick-up
Money Matters 27th October 2020
THE FINAL COUNTDOWN With just a week to go, all eyes are now on the US Presidential election. Polls continue to show a Biden-lead by a wide
Money Matters 20th October 2020
EMERGING ASIA TO LEAD GLOBAL ECONOMIC RECOVERY The International Monetary Fund (IMF) has released the World Economic Outlook’s latest issue including an updated assessment on
Money Matters 13th October 2020
PRESIDENT TRUMP RETURNS TO THE CAMPAIGN TRAIL As China was on holiday for most of the week, investors were busy with the news flow coming
Money Matters 6th October 2020
PRESIDENT TRUMP’S HEALTH: A NEW LAYER OF UNCERTAINTY The last week has been very busy and intense, but before turning to the latest political developments
Money Matters 29th September 2020
FIRST US PRESIDENTIAL DEBATE TO BE HELD TUESDAY World trade volumes continued to recover in July, when global trade rose 4.8% MoM. According to the
Money Matters 22nd September 2020
THE FED HAS RECALIBRATED MARKET EXPECTATIONS The Fed made it clear that interest rates are going to stay at the zero-lower bound at least until
Money Matters 15th September 2020
EVENTFUL WEEK AHEAD WITH A FULL ECONOMIC DIARY Crude oil prices were under pressure for much of last week. As a result, Brent crude price (for
Money Matters 8th September 2020
AN UNEVEN GLOBAL RECOVERY IS ON THE WAY The global composite PMI rose to 52.4 in August, with both the manufacturing and services PMIs hovering
Money Matters 2nd September 2020
LOW(ER) RATES BY THE FED FOR EVEN LONGER World industrial production continued to recover in June, when the volume of output grew 4.8% MoM, following
Money Matters 25th August 2020
THE FED’S SYMPOSIUM AND THE REPUBLICAN’S CONVENTION IN THE LIMELIGHT There was a striking decoupling between European and US PMIs in August. The IHS Markit Composite
Money Matters 18th August 2020
FED MINUTES AND GEOPOLITICS TO PULL FOCUS Although a week has passed, it is still unclear whether President Trump’s executive orders on jobless benefits and
Money Matters 11th August 2020
The global economic diary is packed for the week, which should help further assess the economic damage in 2Q20 and will, hopefully, shed some light on the pace and sustainability of the economic recovery. And with that, the start of the third quarter saw global economic activity stabilise and creep back into growth territory…
Money Matters 4th August 2020
With an eventful past week with a Fed meeting, Q2 GDP releases and President Trump’s unexpected out-of-the-box ideas, the week ahead is going to be just as packed and intense
Money Matters 28th July 2020
THE FED MEETING, GEOPOLITICS AND THE PANDEMIC TO SHAPE GLOBAL INVESTOR SENTIMENT Global macro data suggest that economic activity could have bottomed out in 2Q20. World
Money Matters 21st July 2020
CHINA’S GDP GROWTH REBOUNDS IN SECOND QUARTER Gross domestic product in China bounced back in Q2, with the economy growing 3.2% YoY. This followed the
Money Matters 14th July 2020
RELATIONS WANE BETWEEN EAST & WEST It’s clear that international relations with current tensions in the East have worsened in recent weeks, with western democracies demonstrating
