It’s all about Trump

Another week of volatility for equity markets and Donald Trump was once again the cause, with another round of tit-for-tat retaliation in the US-China trade war.

Unprecedented times

Global equities have had another volatile week with markets ending down around 1% over the week and 4.5-5% from their highs in late July. Volatility has been boosted not only … Read More

Volatility returns

Last week was a volatile one for equity markets. Global equities fell significantly last Monday and were down some 5%, at their low point, from their late July highs.

Trump trumps the Fed

The big event last week was all set to be the Fed’s decision to cut rates by 0.25%, the first reduction since the financial crisis. Instead, President Trump hijacked events … Read More

An easier world – or not

Central banks are very much the focus of attention for markets at the moment. This week, the highlight will be the meeting of the Federal Reserve on Wednesday which should … Read More

Waiting for the Fed and the ECB

Following their strong run in June, global equities have paused for breath in the last couple of weeks. Hopes of monetary easing have been a major force driving markets higher … Read More

What will follow the sugar rush?

While it may have been a flat week for global equities overall last week, US equities passed a major milestone with the S&P 500 index breaking through the 3000 mark. … Read More

How much further can equities rise?

After a flattish performance last week, equities have started this week on an upbeat note, buoyed by the news that Presidents Trump and Xi have agreed to restart trade talks … Read More