Rose Tinted Glasses

Markets cheered up considerably last week with increased hopes of a soft-landing driving significant gains in both equities and bonds. Global equities reversed a good part of their declines in … Read More

Murky at the Top

Global equities dropped last week, more than reversing their gain the previous week and ending down around 2.5% in both local currency and sterling terms. Markets are now down some … Read More

Markets Calm but Watchful

The conflict between Israel and Hamas dominated the news last week and was also the major focus for financial markets. The situation is, first and foremost, a human tragedy; however, … Read More

Jobs Galore

Last week ended for equity and bond markets, at the headline level at least, very much being a repeat of the previous week. Government bonds posted losses of 1% or … Read More

Mixed Signals On Inflation

Global equities edged some 0.5% lower last week, leaving them down 3.3% in local currency terms over September. In sterling terms, the decline over the month was reduced to a … Read More

Altogether Now

Global equities reversed course last week, falling 2.6% in local currency terms to be down 4.5% on their end-July high. A further retreat in the pound against the dollar to … Read More

Peak Rates

Global equity markets resumed their recovery last week, gaining 0.6% and 1.3% in local currency and sterling terms respectively. The UK was one of the best performers, gaining a strong … Read More

Oiling The Wheels Of Inflation

Last week was a quiet one for markets, with both equities and bonds down slightly. Global equities are currently off some 2.5% in local currency terms from their July high … Read More

Higher for Longer

Global equities last week reversed part of their decline earlier in August, rising 1.5-2% but remaining a similar amount down on their end-July high. Just as the earlier retreat was … Read More

Bonds Take Their Toll

Bonds Take their Toll Global equities continued their retreat last week, falling around 2.5% in both local currency and sterling terms, and are now down some 4.5% from their end-July … Read More