Economic and market insight
Review of the week: Everything, everywhere, all at once
Review of the week: Bonds vs Fed
Signs of economic weakness in America have bond investors hoping the US central bank will soon let up on its path of higher interest rates. But they might be a little early.
Review of the week: New year, new hope
Markets were buoyed by fading American inflation, but they may be getting ahead of themselves. Meanwhile, the UK high street reports some rare good news.
Review of the week: An exceptional year
One for the ages, 2022 was a whirlwind year that shook up economies and markets. What’s in store for 2023?
Review of the week: 2022 wrapped up
We look back at a grim year for financial markets. The rebound in the last few months seems to offer investors some relief, but can we be confident that the worst is over?
Review of the week: The upside down
Watchers of Netflix’s Stranger Things will know the Upside Down isn’t a cheery place to be. So what’s going on in bond markets?
Review of the week: Behind the curtain
More is going on behind the curtain of modern China than its leaders would have you believe, if increasing unrest is anything to go by. Meanwhile, Europeans cross their fingers for a mild winter.
Review of the week: Inflation slows, stocks surge
Stocks flew higher after inflation came in lower than expected. It’s tough and getting tougher for businesses and families though, especially in the UK.
Review of the week: Imaginings and disappointments
Central banks are doggedly raising interest rates. Investors hopeful for a change of tack may continue to be disappointed for a while yet.
Review of the week: Big Tech’s scary sell-off
Investors got spooked as Big Tech’s quarterly results showed they weren’t immune to economic headwinds, driving brutal sell-offs. Meanwhile, the UK government’s huge about-face seems to be reaping a ‘dullness dividend’.
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Earnings are booming in the West as the recovery rolls on despite investor nervousness.
Recent inflation headlines have made for uncomfortable reading, and volatility picked up as investors remained sceptical of policymakers’ messaging. But we don’t think rising inflation is here to stay as there are too many other phenomena that will push it down.
America is opening up along with the spring blossoms, and a strong summer of spending seems to be on the way. The rebound in fortunes has helped the S&P 500 reach new highs which, as chief investment officer Julian Chillingworth notes, go hand in hand with rising yields.
Bond yields and a new season’s flowers both sprung up last month, heralding an end to the dark days of lockdown winter. Chief investment officer Julian Chillingworth ponders the big question on investors’ minds – does this also foreshadow a prolonged period of higher inflation?
After a busy start to the year there’s still a lot of uncertainty swirling around in markets. But economies tend to bounce back hard after sombre periods, and hope remains that our eventual return to ‘normal’ will be no different.
A roller-coaster of a year finished on a high note for the markets, and we start 2021 with a sense of relief that one of the most difficult years many of us have ever experienced is behind us.
With a clutch of vaccines on the way soon, equity markets were in a buoyant mood in November. But there are still a lot of things we don’t know – and even some things we don’t know that we don’t know…
Equities fell in October as investors came to terms with tighter lockdown restrictions, but hopes for a new round of US stimulus under President-elect Joe Biden have buoyed markets, and Chief investment officer Julian Chillingworth reckons we should take heart.
With summer fading into memory, a long uncertain winter of social distancing lies ahead. It’s easy to feel gloomy, but as chief investment officer Julian Chillingworth argues, we should try not to buy into the doom.
As summer winds down and the pandemic persists, governments are finding it hard to taper their support measures.
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