Archive for Weekly Market Commentaries - page 15

• 1:56 pm
• Standard

This week brought another twist in the gradually evolving story of inflation. In the US – which up to now has seen the most rapid decline – inflation fell only slightly as both CPI and core failed to match expectations.

• 3:28 pm
• Standard

This week the interest rate hikes from the Bank of England, European Central Bank and Federal Reserve came in as expected. The Fed further slowed the pace of its rate increases and raised by 0.25%, while the BoE and ECB increased by 0.5%.

• 3:36 pm
• Standard

This week has been very much more of the same with most major markets waiting for something to happen. In the UK, news that inflation has come down a bit is good news but not enough to declare job done for the Bank of England.

• 1:42 pm
• Standard

This week we have seen the new year begin almost exactly where 2022 left us. There are further indications that inflation may have peaked, while the US Fed has been busy telling markets that they are not taking its willingness to tackle inflation seriously enough.

• 7:09 pm
• Standard

This week the two main drivers of financial markets this year were both in focus: inflation and what central banks are doing about it. Initially there was some good news as inflation in both the US and the UK dropped more than expected.

• 1:58 pm
• Standard

This week the markets have been second-guessing central banks – a favourite pastime but often a costly one. Equities and bonds have risen off the back of some pretty conventional comments by central bankers, as for some reason markets have decided this time they mean something slightly different.