The World In A Week – The smell of stagflation
January 9, 2023
Written by Millan Chauhan. We saw some promising news on the inflation front as the Eurozone’s consumer prices rose by 9.2% year-on-year in December 2022 which was down from 10.1% in November. The…
The World In A Week – The Santa Claus rally gets stuck up the chimney
January 3, 2023
Written by Cormac Nevin. The last month of 2022 witnessed weak returns across asset classes, book-ending what has been one of the most challenging years for investors in decades. The MSCI All…
The World In A Week – House of Cards
December 12, 2022
Written by Millan Chauhan. Last week, we saw the release of further economic data which included US Producer Price Inflation (PPI) which surprised to the upside, coming in at 7.4% on a year-on-year…
The World In A Week – They think it’s all over
December 5, 2022
Written by Chris Ayton. Global equity markets were up in local currency terms last week; however, Sterling’s continued recovery left the GBP return for the MSCI All Country World Index up just…
The World In A Week – Giving thanks for what?
November 28, 2022
Written by Shane Balkham. American families congregated together to celebrate the harvest and give blessings for the year that is passing. Thanksgiving and its subsequent commercialisation being…
The World In A Week – Far East Market Frenzy
November 21, 2022
Written by Cormac Nevin. Global equity markets were broadly flat in local currency terms last week, however there was a significant weakening in the US Dollar vs Sterling and other currencies which…
UK energy and food prices push inflation to 41-year high
November 16, 2022
UK inflation rose to 11.1% in the 12 months to October, up by 1% on the previous month, reaching a 41-year high.
The World In A Week – The markets loved the surprise
November 14, 2022
Written by Millan Chauhan. Last week, we saw inflation in the US slow for a fourth month in a row with year-on-year inflation printing at 7.7%, which was 0.3% lower than estimates. This was also…
UK economy shrinks by 0.2% in Q3 as recession fears bubble
November 11, 2022
The UK economy shrank by 0.2% in the third quarter of the year, the latest figures by the Office for National Statistics (ONS) show.
The World In A Week – It’s all about the rates
November 7, 2022
Written by Chris Ayton. Although down in local currency terms, the MSCI All Country World Index rose +1.3% in GBP over the week and the FTSE All Share Index was up +3.8%. The Bloomberg Global…
The World In A Week – Shining a bright light on Rishi Sunak
October 31, 2022
Written by Chris Ayton. In a volatile week of trading, The MSCI All Country World Index fell -0.4% but the FTSE All Share Index recovered +1.6%. The Bloomberg Global Aggregate Index also made some…