Good News is, Once Again, Bad News

Markets were broadly weaker across the globe as a raft of positive economic data suggested the inflation beast is far from tamed – meaning that interest rates will continue to … Read More

Soft, Hard or No Landing

Last week was a busy one on the data front. But while government bond yields continued their recent upward move, rising another 0.1% or so, global equities ended the week … Read More

Flirting with Recession

Last week was a relatively quiet one on the data front and saw markets slip back a bit. Global equities were down 1% or so but remain up around 6% … Read More

Data Overload

Last week was billed as an important one for markets and it lived up to expectations. There were a fair few twists and turns along the way but global equities … Read More