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…
The World In A Week – A hike in May and go away
Written by Shane Balkham. The world of investing has a plethora of adages by which to invest. All of which are based on shaky assumptions, but can also resonate with investors as they seem to have…
The World In A Week – Banking on a bailout
Written by Millan Chauhan. Last week, we saw the third US bank seized by regulators since March with First Republic Bank being the latest casualty of higher interest rates and tighter monetary…
The World In A Week – Encouraging signs?
Written by Ilaria Massei. Last week, equity markets ended mixed with the MSCI All Country World Index +0.1% (in GBP terms), following a week with a relatively light economic calendar. In the US, the…
The World In A Week – Biden and the UK economy both revisit old ground
Written by Chris Ayton. While President Joe Biden enjoyed himself revisiting his heritage in Ireland, equity markets were also in a good mood with the MSCI All Country World Index +1.2% over the…
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…