GDP GROWTH SLOWS AS CONSUMER SPENDING DRIES UP
This week an old man grumbled that kids these days have it too easy and are going soft.
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JAPANESE PM STEPS DOWN AS CHINA STEPS UP THE PRESSURE ON TECHNOLOGY COMPANIES
This week an old man grumbled that kids these days have it too easy and are going soft.
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GOVERNMENTS HANDLING OF COVID CRISIS IS COMING UNDER INCREASING SCRUTINY
This week has seen further evidence that the Covid pandemic continues to transform from an economic and health crisis into a political struggle as well.
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THE FEDERAL RESERVE START THINKING ABOUT THINKING OF TALKING ABOUT TAPERING
Minutes from the July meeting of the Federal Open Market Committee released this week contained the first whispers of a reduction in the United States $120bn asset purchasing programme.
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CONSUMER SPENDING TAKES OVER FROM GOVERNMENT STIMULUS AS THE DRIVER OF POST-COVID RECOVERY
This week has seen mixed signals about the outlook for inflation. The latest numbers show annual US consumer inflation remains high, at 5.4 per cent, but the month-on-month increase has begun to slow.
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POTENTIAL FOR HIGHER INTEREST RATES LEAVES MARKETS UNMOVED
This week the Bank of England gave the first indication that interest rates will begin to rise in order to keep inflation contained.
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CHINESE LISTED TECH STOCKS SHAKEN BY GOVERNMENT INTERVENTION
This week we saw the Chinese government decide it was time to cut some of the country’s most successful businesses down to size.
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RISING COVID CASES CAUSE AN INCREASE IN VOLATILITY AS MARKETS REASSESS THE CASE FOR GROWTH
This week saw markets decide that rising coronavirus infections were a real concern. On Monday many global equity markets fell 2 per cent or more, with government bond yields falling to levels last seen in early February.
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GOVERNMENT BOND MARKETS REMAIN CALM AS INFLATION RISES AGAIN
This week inflation has once more been the topic dominating financial markets. US and UK consumer inflation came in higher than predicted and the debate about whether this is temporary or permanent has been revisited.
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GOVERNMENT BONDS RALLY AS REFLATION TRADE APPEARS TO RUN OUT OF ROAD
This week the markets came down with a nasty bout of reality as investors decided the whole idea of a new roaring ‘20s maybe wasn’t the nailed- on certainty they thought.
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