The World In A Week – The Refinancing Challenge is Real
Written by Cormac Nevin Last week was a challenging one for markets, with the MSCI All Country World Index of global equities down -2.6% in both GBP and local currency terms. It was a broad-based…
The World In A Week – UK resilience in August
Written by Dominic Williams. UK GDP figures were released by the Office for National Statistics last Thursday, showing that the UK economy expanded by 0.2 per cent in August. This marks a reversal…
The World In A Week – One last hike?
Written by Millan Chauhan US markets are currently weighing up whether the Federal Reserve will implement a further interest rate hike at their next scheduled meeting at the end of October. At the…
The World In A Week – Open All Hours
Written by Shane Balkham The US government avoided a shutdown late last night, as a dramatic vote at the weekend saw House Speaker Kevin McCarthy navigating around Republican rebels that have been…
The World In A Week – You have paused your hiking cycle; do you wish to continue?
Written by Millan Chauhan The UK Consumer Price Index (CPI) slowed to 6.7% in the twelve-months to August 2023, with this inflation print below market expectations of 7.0%. The encouraging signs of…
The World In A Week – Bank of England Headache
Written by Chris Ayton. It was a positive week for global equity markets with the MSCI All Country World Index rising +1.3% in Sterling terms. Global bonds collectively declined with the Bloomberg…
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…