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…
The World In A Week – Enjoy the silence
Written by Shane Balkham. Another week was dominated by central bank meetings, interest rate decisions, and inflation forecasts. The underlying commentary remains unerringly similar, and it would…
The World In A Week – Calm before the storm
Written by Chris Ayton. Global equity markets trod water last week, with the MSCI All Country World Index ending the week down -0.2% in Sterling terms. MSCI Europe ex-UK fell -1.1%, with the FTSE…
The World In A Week – The trillion dollar question?
Written by Millan Chauhan. Previously, there were four other US stocks with a market cap greater than $1 trillion which included Alphabet (Google), Microsoft, Amazon.com, and Apple. NVIDIA has now…
The World In A Week – The narrowing leadership in US stocks
Written by Ilaria Massei. Last Friday, we saw US stocks hit a nine-month high thanks to encouraging talks on debt ceiling and tech sector gains. The NASDAQ 100 rose 4.5% last week in GBP terms,…
The World In A Week – Buffett bets big in Japan
Written by Cormac Nevin. Markets rallied last week as data releases such as strong housing statistics in the US allayed fears of an economic hard landing driven by the interest rate increases we…
The World In A Week – Record breakers
Written by Chris Ayton. As expected, the Bank of England (BoE) hiked interest rates by 0.25% to 4.5% last week, in the process warning that inflation will not fall as fast as expected over the next…