Archive for Weekly Market Commentaries - page 16

• 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.

• 11:51 am
• Standard

This week we have seen markets trying to get ahead of the US Federal Reserve once again. For most of this year government bonds have sold off as investors anticipated aggressive rate hikes from the US Fed and other central banks.

• 7:41 am
• Standard

The latest CPI report from the US came in below analyst forecasts, a welcome relief from months of prices rising faster than expected. US stocks had one of their best days on record making nearly 6%.

• 4:31 pm
• Standard

This week saw the conclusion to one of the most remarkable chapters in Britain’s political history. The end of Liz Truss’s premiership sadly does not mean an end to the instability she wrought on both the currency and bond markets.