Review of the week: Red dawn
China reminds everyone that communists like to meddle in markets. Meanwhile earnings are booming in the West as the recovery rolls on despite investor nervousness.
6 mins
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China reminds everyone that communists like to meddle in markets. Meanwhile earnings are booming in the West as the recovery rolls on despite investor nervousness.
6 mins
Indicators of a strong post-COVID recovery keep coming out of the US and other major developed economies, but upside data surprises have brought with them concerns of persistent high inflation.
6 mins
Virgin Galactic pushes the frontiers of tourism yet higher with a successful passenger shuttle flight into the mesosphere. Miles below, COVID-19 continues to spread.
5 mins
Investor optimism spread over the second quarter as economies around the world continued to reopen and many aspects of our lives returned to normal. Successful vaccination programmes and stimulus measures across the developed world improved the global outlook.
2 mins
US markets make new records just in time for Independence Day. While Americans take a day off, it seems a good time to take a look at a tough corner of the UK labour market.
7 mins
Tougher times may lie ahead, but we believe the cyclical rally has further to run.
16 mins
Stock markets have regained their positive momentum, but don’t expect a balmy and tranquil summer ahead.
4 mins
The US central bank’s nod to the surging American recovery frightened markets last week. These wobbly moments could become a longer-term fixture of the global recovery.
6 mins
Jobs are the key to true recovery and the best clue to the path of longer-term inflation. Meanwhile, the great vaccination rolls on.
7 mins
After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Businesses are splashing the cash and investing for a new future.
5 mins
Breaking the inertia of old habits can be revitalising. Brits are up for a change and that could spark a regional economic revival.
5 mins
Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflation scares to trigger further stock and bond market volatility.
6 mins
Ready to start a conversation? Please complete our enquiry form, we look forward to speaking with you
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