Hostage to Trump Tweets

Equity markets have been knocked down by the escalation of trade tensions between the US and China with global equities now some 3-4% off their recent highs. The correction is … Read More

Earnings are Key

Equity markets recovered further last week with global equities rising 1.8% in sterling terms, helped in part by the pound falling back below $1.30. These gains leave global equities down … Read More

Turning a Bit Less Cautious

The rally in markets this year has basically been driven by three factors: the marked shift in Fed policy, the potential of a US-China trade deal and hopes that the … Read More

Market Rebound is Looking Tired

The sharp rebound in equities seen this year is beginning to look a little tired and markets were little changed last week amidst a downbeat set of forecasts from the … Read More

Looking on the Bright Side

Equity markets continued their upward march last week and global equities are now only a modest 2% or so below their highs last year. The US market has led the … Read More

Spring is in the Air

Equity markets ended March on a positive note and global equities returned a strong 12.3% in local currency terms over the first quarter as a whole. In sterling terms, the … Read More

Recession Fears Resurface

Equity markets started last week on a quiet note but ended on a sour one. The Fed meeting on Wednesday was the highlight and initially garnered a favourable reaction from … Read More

Who to believe – equities or bonds

Global equity markets recovered their poise last week, rising 2.5% in local currency terms and regaining their losses of the previous week and a bit more.  In sterling terms, however, … Read More

Testing times

Another supposed make-or-break week for Brexit looms. With little more than two weeks to go to B-Day, the route forward is none the clearer. Tree diagrams are all the vogue … Read More

Looking on the bright side

Global equities edged higher last week – at least in local currency if not sterling terms due to a move up in the pound – continuing the rally of the … Read More