The World In A Week – A shock to the system
Written by Shane Balkham. One of the key economic metrics for determining the state of the economy that central banks monitor is employment. We know that both the Federal Reserve in the US, as well…
The World In A Week – Resilient Markets
Written by Cormac Nevin. If the lay observer had followed the headlines on BBC News over the course of March, and attempted to apply them to what they could reasonably expect from markets over the…
The World In A Week – Cautiously hiking through a storm
Written by Millan Chauhan. Last week in the US, the Federal Reserve announced a 0.25% increase in interest rates which was in line with some expectations. This was despite suggestions that the…
The World In A Week – A week to remember
Written by Ilaria Massei. Turmoil in the banking sector became the main focus over the last week, diverting attention from economic data releases for the first time in several months. A rapid…
The World In A Week – It’s a Wonderful Life (When you are appropriately diversified)
Written by Cormac Nevin. Markets were rattled last week, with the MSCI All Country World Index down -4.5% in GBP terms. What was different to the reaction vs the sell off we witnessed last year,…
The World In A Week – Every little helps
Written by Shane Balkham. Every month starts with a surge of surveys to provide an update on the health of global economies. The current wave would suggest that global manufacturing is picking up…
The World In A Week – Minute by Minute
Written by Chris Ayton. After a strong start to the year, equity markets took a pause for breath last week with the MSCI AC World Index down -2.1% in Sterling terms and the FTSE All Share Index down…
The World In A Week – Not so cheaper by the dozen
Written by Millan Chauhan. Last week we saw several economic data releases, which included the US Consumer Price Index (CPI) print rising by 6.4% in January 2023 on a year-on-year basis which was…
The World In A Week – New data needed
Written by Ilaria Massei. Almost all the major equity benchmarks ended lower in a week which delivered relatively few important economic data releases. The S&P 500 closed at -0.9% in GBP terms,…
The World In A Week – Central banks tighten… but markets get looser
Written by Cormac Nevin. Last week markets continued on their positive trajectory for the year , spurred on by a flurry of central bank interest rate decisions and press conferences from the Bank of…
The World In A Week – Is the rabbit out of the hat?
Written by Shane Balkham. The last full week of January was relatively quiet for markets. With the arrival of the Year of the Rabbit, many Asian markets were closed for the Chinese Lunar New Year…
The World In A Week – A sparkle of hope
Written by Ilaria Massei. Last Friday, we saw a positive UK GDP reading with the UK economy growing by 0.1% as services activity strengthened. Moreover, the Office for National Statistics data…