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…
IBOSS updates
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…
It’s Not ‘Big Oil’
27th February 2023
In the coming years, virtually all forms of energy will have significant tailwinds, but the source of those tailwinds will be energy source-specific. Russia’s invasion of Ukraine highlighted…
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…
February 2023 | Perfect Market Conditions Again?
16th February 2023
At the end of 2022, it was tough to find an optimistic economist regarding the outlook for 2023. So far, in 2023, the markets, except for India, have…