MARKETS SHOULD EXPECT A PRAGMATIC APPROACH AS LABOUR SECURES A BIG GENERAL ELECTION VICTORY
This week brought an end to 14 years of Conservative government. A widely predicted result, the main drama revolved around how much they might lose by.
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Summer Outlook
Inflation has continued to fall since the start of the year. However, the decline has been patchy and this, combined with relatively strong economic growth in the US and strong wage growth on both sides of the Atlantic, has caused markets to reassess their expectations for interest rate cuts.
Read The Full ArticleCONCERNS ABOUT INFLATION AND ELECTION UNCERTAINTY WEIGH ON GOVERNMENT BONDS
This week has been dominated by elections. In the UK, we’re approaching the end of a thankfully short and relatively surprise-free election.
Read The Full ArticleSOME CALM RETURNS TO EUROPEAN MARKETS AS LABOUR MAINTAINS HEALTHY LEAD IN UK ELECTIONS
This week European markets had a chance to stabilise following the disruption caused by the European parliamentary elections.
Read The Full ArticleSUCCESS OF FAR-RIGHT PARTIES IN EUROPEAN ELECTIONS RATTLES EQUITY AND BOND MARKETS
This week we witnessed significant volatility in European markets after nationalist parties made big gains in the European parliamentary elections.
Read The Full ArticleBOND MARKETS RALLY AS THE ECB AND BANK OF CANADA CUT INTEREST RATES
This week brought the first interest rate cuts for developed economies as the inflation caused by pandemic-era shortages and stimulus has slowed
enough for central banks to begin easing.
GOVERNMENT BOND YIELDS CLIMB AS MARKETS TURN LESS OPTIMISTIC ON RATE CUTS
This week a general sense of pessimism returned to bond markets as the prospect of central bank rate cuts has been pushed back, again.
Read The Full ArticleSTICKY INFLATION SENDS BOND YIELDS BACK UP AND SUNAK CALLS AN EARLY SUMMER ELECTION
This week Rishi Sunak committed to a general election on 4 July. With the Conservatives trailing badly in the opinion polls…
Read The Full ArticleMARKETS RECEIVE A LIFT FROM THE RETURN OF DISINFLATION IN THE US
This week markets warmly welcomed news that US inflation is falling again. After three months of CPI creeping up, the small decline allowed
traders to breathe a little easier, allowed the recent rally in government bonds to continue and added to the equity rally that only a few weeks
ago appeared to be running out of steam.
UK ECONOMY RETURNS TO GROWTH AS BANK OF ENGLAND EDGE NEARER RATE CUTS
This week brought some good news for the UK. Surprisingly strong growth in the first quarter of the year has pulled the UK out of recession.
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