An Unexpected Collapse of a US Bank
13th March 2023
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…
Author: Rupert Thompson
An Unexpected Collapse of a US Bank
13th March 2023
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A Two-Way Pull
7th March 2023
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…
Taming The Inflation Beast
1st March 2023
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…
Risk Of ‘No Landing’
20th February 2023
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…
Flirting with Recession
13th February 2023
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…
An Important One for Markets
7th February 2023
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…