The World In A Week – Record breakers
May 15, 2023
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
May 9, 2023
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
May 2, 2023
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?
April 24, 2023
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
April 17, 2023
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
April 11, 2023
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…
The World In A Week – Resilient Markets
April 3, 2023
Written by Cormac Nevin. If the lay observer had followed the headlines on BBC News over the course of March, and attempted to apply them to what they could reasonably expect from markets over the…
The World In A Week – Cautiously hiking through a storm
March 27, 2023
Written by Millan Chauhan. Last week in the US, the Federal Reserve announced a 0.25% increase in interest rates which was in line with some expectations. This was despite suggestions that the…
The World In A Week – A week to remember
March 20, 2023
Written by Ilaria Massei. Turmoil in the banking sector became the main focus over the last week, diverting attention from economic data releases for the first time in several months. A rapid…
The World In A Week – It’s a Wonderful Life (When you are appropriately diversified)
March 13, 2023
Written by Cormac Nevin. Markets were rattled last week, with the MSCI All Country World Index down -4.5% in GBP terms. What was different to the reaction vs the sell off we witnessed last year,…
The World In A Week – Every little helps
March 6, 2023
Written by Shane Balkham. Every month starts with a surge of surveys to provide an update on the health of global economies. The current wave would suggest that global manufacturing is picking up…
The World In A Week – Minute by Minute
February 27, 2023
Written by Chris Ayton. After a strong start to the year, equity markets took a pause for breath last week with the MSCI AC World Index down -2.1% in Sterling terms and the FTSE All Share Index down…