Spring Outlook
Markets had a poor start to 2022. The main concerns at the beginning of the quarter were rising consumer prices and how this would impact central bank monetary policy; but this quickly turned to concerns about the unfolding crisis in Ukraine following the Russian invasion.
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UKRAINE INVASION GENERATES MORE VOLATILITY BUT MARKETS REMAIN FOCUSED ON INFLATION
This week saw the war in Ukraine drag into its second month. Putin’s plan for a swift victory are now stuck in the mud around Kyiv as the beginning of spring sees no obvious end to the conflict.
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CENTRAL BANKS DELIVER EXPECTED RATE HIKES WITH FURTHER RISES PROMISED TO TACKLE INFLATION
This week while the invading Russian forces continue to cause immense destruction and suffering in Ukraine, the impact on the global economy was under the microscope as investors waited to see if either the US or UK central bank would react.
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MARKETS REMAIN EXTREMELY VOLATILE AS THE WORLD TRIES TO ADJUST TO RUSSIAN AGGRESSION
This week the ongoing war in Ukraine is still dominating everyone’s attention. As feared after the initial assault stalled, the Russian military has resorted to inflicting maximum damage on civilian infrastructure and population centres.
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RUSSIA STEPS UP ASSAULT ON UKRAINE AS GLOBAL MARKETS TRY TO ASSESS THE IMPACT
This week the ongoing invasion of Ukraine by Russia unsurprisingly still dominates. Optimism caused by the initial failure to capture the country quickly has given way to the fear that Russia still plans on capturing it, but slowly, and with wholesale destruction of cities with artillery and huge civilian casualties – a tactic used in previous wars in Chechnya and Syria.
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RUSSIA FACES INTERNATIONAL CONDEMNATION AFTER UKRAINE INVASION
This week Russian president Vladimir Putin launched a full-scale military invasion of Ukraine. Despite weeks of diplomatic efforts, Putin has decided that Ukraine’s relationship with NATO, his ambition to restore Russia’s influence to the heights of the Soviet era and his growing unpopularity at home are worth the human and financial cost of a war.
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OUTLOOK FOR UKRAINE REMAINS TURBULENT AS THE UK BRACES FOR IMPACT OF STORM EUNICE
This week the country braces itself for a storm; not the constitutional storm of the heir to the throne being investigated for corruption or his brother settling a sexual assault case out of court, not the geopolitical storm of possibly the first major invasion in Europe since the Second World War, or even the various political storms surrounding the prime minister.
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HIGH INFLATION PROMPTS MORE SPECULATION ABOUT THE PATH OF CENTRAL BANK RATE RISES
This week the inflation melodrama continued, with US inflation numbers reaching record levels. This set off another round of interest rate speculation with even talk of an emergency rate hike being needed immediately over the weekend.
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FOR CENTRAL BANKS WORDS ARE MORE IMPORTANT THAN ACTIONS WHEN IT COMES TO INFLATION
This week was another tough one as stocks continued to sell-off. The reason is the same as last week; inflation keeps going up, so expectations of how aggressively central banks will hike interest rates keep rising.
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INFLATION EXPECTATIONS CONTINUE TO DRIVE MARKETS AS INVESTORS ASSUME STRONG FED RESPONSE
This week was another tough one as stocks continued to sell-off. The reason is the same as last week; inflation keeps going up, so expectations of how aggressively central banks will hike interest rates keep rising.
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