The World In A Week – Not so cheaper by the dozen
Written by Millan Chauhan. Last week we saw several economic data releases, which included the US Consumer Price Index (CPI) print rising by 6.4% in January 2023 on a year-on-year basis which was…
The World In A Week – New data needed
Written by Ilaria Massei. Almost all the major equity benchmarks ended lower in a week which delivered relatively few important economic data releases. The S&P 500 closed at -0.9% in GBP terms,…
The World In A Week – Central banks tighten… but markets get looser
Written by Cormac Nevin. Last week markets continued on their positive trajectory for the year , spurred on by a flurry of central bank interest rate decisions and press conferences from the Bank of…
The World In A Week – Is the rabbit out of the hat?
Written by Shane Balkham. The last full week of January was relatively quiet for markets. With the arrival of the Year of the Rabbit, many Asian markets were closed for the Chinese Lunar New Year…
The World In A Week – A sparkle of hope
Written by Ilaria Massei. Last Friday, we saw a positive UK GDP reading with the UK economy growing by 0.1% as services activity strengthened. Moreover, the Office for National Statistics data…
The World In A Week – The smell of stagflation
Written by Millan Chauhan. We saw some promising news on the inflation front as the Eurozone’s consumer prices rose by 9.2% year-on-year in December 2022 which was down from 10.1% in November. The…
The World In A Week – The Santa Claus rally gets stuck up the chimney
Written by Cormac Nevin. The last month of 2022 witnessed weak returns across asset classes, book-ending what has been one of the most challenging years for investors in decades. The MSCI All…
The World In A Week – House of Cards
Written by Millan Chauhan. Last week, we saw the release of further economic data which included US Producer Price Inflation (PPI) which surprised to the upside, coming in at 7.4% on a year-on-year…
The World In A Week – They think it’s all over
Written by Chris Ayton. Global equity markets were up in local currency terms last week; however, Sterling’s continued recovery left the GBP return for the MSCI All Country World Index up just…
The World In A Week – Giving thanks for what?
Written by Shane Balkham. American families congregated together to celebrate the harvest and give blessings for the year that is passing. Thanksgiving and its subsequent commercialisation being…
The World In A Week – Far East Market Frenzy
Written by Cormac Nevin. Global equity markets were broadly flat in local currency terms last week, however there was a significant weakening in the US Dollar vs Sterling and other currencies which…