The World In A Week – Continental Slowdown
Written by Cormac Nevin. Markets were flat last week, with the MSCI All Country World Index of global equities down -0.3% in GBP terms. What was notable was the continued underperformance of…
The World In A Week – The US Labour Market Enters The Fall
Written by Cormac Nevin While August has been a moderately negative month for markets, we saw a widespread rally last week. This was led by Japanese Equities, as well as growth-biased and small cap…
The World In A Week – Fly Me To The Moon
Written by Shane Balkham Last week was naturally focused on the opening speeches at the Jackson Hole symposium, an annual gathering of policymakers from around the world, to discuss topical financial…
The World In A Week – Nothing to See Here
Written by Chris Ayton It was a tough week for global equity markets with the MSCI All Country World Index -2.7% in Sterling terms. Bonds also declined with the Bloomberg Global Aggregate Index -0.3%…
The World In A Week – Summer Prints
Written by Millan Chauhan. Last week, we saw the release of US inflation data where the US Consumer Price Index reached 3.2% on a year-over-year basis as of July 2023 which was below expectations of…
The World In A Week – A Mix Of Opportunities And Challenges
Written by Cormac Nevin. Markets were rather muted in Europe and the US last week, with the FTSE All Share Index of UK Equities up +0.3%, the MSCI Europe Ex-UK Index of Continental European Equities…
The World In A Week – Interesting Developments in Asia
Written by Cormac Nevin. Markets were rather muted in Europe and the US last week, with the FTSE All Share Index of UK Equities up +0.3%, the MSCI Europe Ex-UK Index of Continental European Equities…
The World In A Week – Moving in the right direction
Written by Millan Chauhan. In the UK, headline inflation for June was lower than expected at 7.9% year-on-year, the lowest level since March 2022, and ended a five-month run where inflation came in…
The World In A Week – Game, Set & Match for Inflation in US?
Written by Chris Ayton. As a classic but relatively wet Wimbledon fortnight ended, with nearly 200,000 servings of strawberries having been eaten, global equity markets were in no mood to be dampened…
The World In A Week – Minutes change by the hour
Written by Millan Chauhan. Last Wednesday, we saw the Federal Reserve’s meeting minutes released which provided further insight into policymakers’ decision making and outlook. In June, Federal…
The World In A Week – US data spreading optimism
Written by Ilaria Massei. Last week saw a heavy economic calendar in the US, with the release of many economic indicators contributing to a boost in market sentiment. Inflation data showed a fall in…
The World In A Week – The BoE threads the needle
Written by Cormac Nevin. The Monetary Policy Committee of the Bank of England (BoE) met last week at Threadneedle Street and decided to raise the Bank Rate by 0.5%, from 4.5% to 5.0%. This was most…