The World In A Week – Hunting for safe havens
Written by Chris Ayton Last week was a negative week for both bonds and equities, as geopolitical worries dominated the headlines. There were few hiding places for investors, although lower valuation…
The World In A Week – Contrasting Rate Outlooks On Both Ends of the Pond
Written by Dominic Williams The most recent US inflation data, released on Wednesday, exceeded forecasts for the second consecutive month. The annual inflation rate reached 3.5 per cent, surpassing…
The World In A Week – US Jobs Data: An Economic Enigma
Written by Cormac Nevin Last week was a broadly weaker one for global markets, following one of the best first quarters for equity markets in five years. While the strong performance of equity…
The World In A Week – Fed Confidence, UK Recession Confirmation, and Stock Gains
Written by Ashwin Gurung In the US, The Federal Reserve’s (the Fed) preferred inflation measure, the core Personal Consumption Expenditures (PCE) price index, which excludes food and energy, rose in…
The World In A Week – Two become none
Written by Shane Balkham Following on from last week’s update, there was some good news on inflation in the UK, with a downward surprise for the headline Consumer Price Index (CPI) rate. Wednesday’s…
The World In A Week – Print Preview
Written by Millan Chauhan This edition marks almost exactly 12 months since the US banking crisis unfolded, which saw three mid-size banks fail after the mismanagement of their portfolio…
The World In A Week – It’s Coming Home
Written by Chris Ayton As well publicised, the UK equity market has been unloved for many years now, particularly if you look at the more domestic mid and small capitalization universe. Although…
The World In A Week – Californian Gold Rush.v2
Markets continued their strong run for the month last week, with the MSCI All Country World Index returning +1.4% in local currency terms and up +0.7% in GBP terms; capping a healthy return of +4.7%…
The World In A Week – US markets soar, while Japan reaches new highs
Written by Dominic Williams Last week, the S&P 500 Index, regarded as the primary gauge for US large-cap stocks, achieved a historic milestone by surpassing the significant 5,000 mark for the…
The World In A Week – Some big tech names rallied forwards, while central banks stood still
Written by Shane Balkham It was mixed results for some of the Magnificent Seven, the name coined to describe the largest of the US technology companies. Both Meta and Amazon reported strong…
The World In A Week – Sustained Growth and Inflation Trends
Written by Ilaria Massei Last week brought positive news for the US economy, as it was revealed that it grew at an annualised rate of 3.3%, in the final quarter of 2023. This strong performance…
The World In A Week – Decoding economic data
Written by Ilaria Massei Data released last Wednesday show that, in December 2023, the UK faced an unwelcome rebound in the annual inflation rate, reaching 4% and surpassing market predictions. This…