The World In A Week – Earnings Call
Written by Millan Chauhan. Last week kick-started another earnings season in the US as companies disclose their financial performance over the last quarter. The big banks were the first set of…
The World In A Week – A dreadful week for politics
Written by Shane Balkham. Shinzo Abe, the former Japanese Prime Minister, was assassinated last week. He was shot twice while giving a campaign speech on Friday, in the run up to elections in…
The World In A Week – The Three “R” ‘s
Written by Richard Warne. It was only six months ago when the S&P 500 in the US reached all-time highs, in a world where lingering supply chain pressures and potential COVID-19 outbreaks seemed…
The World In A Week – The Bear of Recession
Written by Ilaria Massei. Last week’s focus was once again on Central Banks. Despite the Federal Reserve’s largest interest rate increase since 1994, the Fed’s Chair Jay Powell warned that a US…
The World In A Week – Point of impact
Written by Millan Chauhan. Last week, we saw central banks implement another interest rate increase as they attempt to slow down inflation. In theory, the effective implementation of a higher…
The World In A Week – Data is driving the decisions
Written by Millan Chauhan. Last week saw Boris Johnson win the vote of confidence from the Conservative MPs, claiming a 59% majority. Despite the majority, this was less than his predecessor…
The World In A Week – Jubilee celebrations, but will markets have anything to celebrate?
Written by Richard Warne. Economic fine-tuning is difficult. Markets continue to hope that central bankers will weave a path in terms of controlling inflation, while not having to aggressively…
The World In A Week – The Bottom of the Bear?
Written by Cormac Nevin. After quite a challenging year to date for both equity and fixed income assets, last week saw a strong risk rally. The S&P 500 Index of US Equities led the charge and…
The World In A Week – Walking the tight rope – Part II
Written by Shane Balkham Economic data was mainly centred around the UK last week, with the latest inflation, confidence, and employment data being published for April. The inflation rate for April…