MARKETS APPEAR MOSTLY UNMOVED BY THE INCREASE IN FIGHTING IN THE MIDDLE EAST
This week markets have been relatively calm despite the serious escalation of fighting in the Middle East.
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Autumn Outlook 2024
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.
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This week the Chinese government finally unveiled a stimulus package to try and address the country’s many economic problems.
Read The Full ArticleCHINESE MARKETS RIDE THE WAVE OF GOVERNMENT STIMULUS
This week the Chinese government finally unveiled a stimulus package to try and address the country’s many economic problems.
Read The Full ArticleBONDS UNMOVED BY A LARGER FED RATE CUT BUT EQUITIES APPEAR MORE POSITIVE
This week the Federal Reserve sprang a slight surprise by kicking off this cycle of interest rate cuts with a bumper 0.5% reduction.
Read The Full ArticleECB CUTS RATES AS EXPECTED BUT MARKETS ARE ALREADY LOOKING TO THE FED’S DECISION NEXT WEEK
This week’s market movements have mainly concerned next week’s decisions.
Read The Full ArticleUNCERTAINTY RESERVED FOR UK BUDGET WITH INFLATION CONTINUING DOWNWARD TRAJECTORY
At the Jackson Hole Economic Symposium, Federal Reserve Chair Jerome Powell delivered a clear message: the time has come for policy adjustments.
Read The Full ArticleMARKETS CONTINUE TO RECOVER AS INVESTORS NAVIGATE UNCERTAIN ECONOMIC LANDSCAPE
This week, all eyes are on the Jackson Hole symposium, where Fed chair Jay Powell is expected to provide crucial insights into the future of US monetary policy amidst a backdrop of economic uncertainty and election-year dynamics.
Read The Full ArticleROUND TRIP FOR MARKETS AS BETTER ECONOMIC DATA HELPED ERASE EQUITY MARKET LOSSES
This week we have seen how brittle market sentiment is at the moment. Trading is usually lighter in mid-summer, meaning large and unpredictable market moves are more common, but the scale of this week’s sell-off was notable.
Read The Full ArticleMIXED UPDATES FROM US TECH STOCKS UNSETTLE MARKETS AS BANK OF ENGLAND CUTS RATES
This week has been a difficult one for equity investors. The performance of US tech stocks over the last two years and the narrowness of that rally has generated a lot of concern about whether revenue growth and lofty valuations are sustainable.
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