What Lies Beneath the Market Calm?
13th August 2026
All Change at the Fed At the last FOMC meeting, the Federal Reserve left interest rates unchanged. Rather than calming bond markets, however, what followed was a highly…
What Lies Beneath the Market Calm?
13th August 2026
All Change at the Fed At the last FOMC meeting, the Federal Reserve left interest rates unchanged. Rather than calming bond markets, however, what followed was a highly…
Market Update | Week 33
10th August 2026
Markets had a good week. Global equities gained around 2.6% in both local currency and sterling terms and are now some 1.5% above their high in early June….
Market Update | Week 32
3rd August 2026
Global equities saw another week of heightened volatility with markets down 1% on Wednesday, only to recover their loss and more on Thursday and Friday. Markets ended the…
No Bell. No Warning. No Guarantees.
29th July 2026
Market conditions don’t stay static, and nobody rings a bell at a market top. The longer a particular set of market conditions persists, the easier it becomes to…
Market Update | Week 31
27th July 2026
Global equities ended last week little changed in local currency and up 0.6% in sterling terms. This continued the choppy pattern of recent weeks with markets currently down…
Market Update | Week 30
20th July 2026
This week saw perhaps the two most predictable endings: Spain, tournament favourites, did not wilt under pressure, defeating Argentina to win the World Cup; whilst the ceasefire between…