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6th May 2021
The inflation theme has remained front and centre for global equity markets so far this week thanks to contradictory comments from Janet Yellen, the US Treasury Secretary and former Fed Chair.
29th April 2021
There has been a multitude of announcements and meetings to keep us busy this week, but given all the talk about how inflation is building, the big one was the outcome of last night’s Fed monetary policy meeting and accompanying press conference.
22nd April 2021
Global equity markets have been on the back foot so far this week as coronavirus infections and deaths in India continue to rise.
14th April 2021
As we highlighted in the Weekly Market Summary, the markets’ attention at the start of this week was firmly on yesterday’s (Tuesday 13 April 2021) US CPI inflation reading following last week’s large jump in US PPI inflation.
9th April 2021
As we speculated in the Weekly Market Summary, the reaction to last Friday’s stunning US employment data has been positive with most of the major equity markets showing gains on the week (with equity markets closed on Friday and Monday for Easter, we had to wait until Tuesday to see how the market would react).
1st April 2021
Although it is a shortened week thanks to the Easter holiday, it has already been filled with action – and we can expect plenty more as the week goes on.