WALKING ON (EASTER) EGGSHELLS Last week, the trend of more volatile asset prices continued. At first glance, it might appear “bad luck”; that markets are being buffeted by an unusual…
read morePLAYING THE TRUMP CARD On the face of it, last week’s equity market sell-off, the worst in 2 years for the US, was all about the threat of Donald Trump…
read moreLOOKING FOR ANSWERS After January’s euphoric top, investors appear to have lost conviction. Initially, this change of sentiment was prompted by the interconnected threesome of higher oil prices, US wage…
read moreWEIGHING IT UP Last week, there were a number of important data releases and events for markets: In the US, average hourly earnings did not accelerate, and Trump’s tariff proposals…
read moreUNCHARTERED WATERS Over the weekend and in the coming week, a number of events could impact the short-term direction of travel for markets: Sunday, the SPD in Germany ratified a…
read moreIDEAS OF MARCH After 3 weeks of heightened volatility, there were still signs of nervousness last week, but only small aggregate moves. There are a number of events in…
read moreGETTING COMFORTABLE Last week saw the steepest gains for equity markets in a number of years as around half the recent losses were recouped. This doesn’t necessarily mean investors have…
read moreGROWING PAINS After the volatility explosion of the past 2 weeks, which came after 2 years of market calm and serenity, it would be easy to get carried away. However,…
read moreA LONG TIME COMING Every week this year, the equity market rally has changed – the acceleration in global growth has started to stimulate higher bond yields and energy prices,…
read moreHOLD ON IF YOU WANT TO GO FASTER The strength and breadth of global growth, which this week helped propel WTI oil to its highest level in 3 years (above…
read more- 1
- 2