Autumn Outlook
Most developed equity markets produced positive returns as the ongoing economic revival outweighed concerns about the continued spread of coronavirus and growing supply-chain problems.
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NO SHORTAGE OF SHORTAGES AS LACK OF LORRY DRIVERS CONTINUES TO DISRUPT SUPPLY CHAINS
This week shortages continue to dominate the headlines, suggesting perhaps the greatest shortage is something else to write about.
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INFLATION REMAINS ELEVATED AS THE TREASURY TALKS TOUGH ON GOVERNMENT BORROWING
This week we got to hear a lot about inflation. Price increases of 3.2 per cent are significant and while this can mostly still be attributed to the pandemic and lockdown being lifted, being this far above the Bank of England’s 2 per cent target will be causing some anxiety.
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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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