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…
Author: Rupert Thompson
Taming The Inflation Beast
1st March 2023
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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…
Rebound Resumed
30th January 2023
Equity markets resumed their rebound last week after a pause the previous one. Global equities gained 2% in local currency terms to be up 6.6% year-to-date and 14%…
All Quiet on the Markets Front
23rd January 2023
Last week was a relatively quiet one for markets. Equities edged lower following their strong start to the year while bond yields were little changed. Chinese equities have…