Week ending 12th April 2019. - 15th April 2019
Wednesday (10 April 2019) should have been an important day for financial markets as we had the release of the Fed minutes from its surprisingly dovish […]
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Weekly Market Summary.
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Week ending 5th April 2019. - 8th April 2019
April got underway boosted by economic data which reinforces our Goldilocks view (reasonable economic growth and lacklustre inflation). Chinese PMI data last Sunday (31 March 2019), […]
Week ending 29th March 2019. - 1st April 2019
It is always interesting to look at how markets respond to economic data: last week’s PMI data from Germany and France has raised concerns about global […]
Week ending 22nd March 2019. - 25th March 2019
Whilst in terms of outcomes, global politics and central bank offerings have been relatively subdued this week, it is this news that has been prevalent. Following […]
Week ending 15th March 2019. - 18th March 2019
Obviously Brexit has taken centre stage in the UK as it was another week of drama in Westminster, with Theresa May suffering multiple defeats. However, rather […]
Week ending 8th March 2019. - 11th March 2019
The week has been remarkably subtle given it feels plenty has happened… yet not a lot has ‘actually’ happened!
Week ending 1st March 2019. - 4th March 2019
As we speculated three weeks ago (please see here), Donald Trump this week said he would delay implementing US tariff increases planned for today (Friday 1 […]
Week ending 22nd February 2019. - 25th February 2019
All attention this week was on the Fed minutes after Jay Powell, the Fed Chairman said last month that the Fed would “be patient” on the […]
Week ending 15th February 2019. - 18th February 2019
The improving prospects for a US/China trade deal and an agreement to avoid another US government shutdown allowed global equity markets to chalk up some pretty […]
Week ending 8th February 2019. - 11th February 2019
It has been a bit of an uneventful week as a number of markets in Asia have been closed for various days due to Lunar New […]