US TECH STOCKS LEAD GLOBAL EQUITY MARKETS LOWER BUT SENTIMENT TOWARDS THE UK IMPROVES
This week the big headlines were from the tech sell-off in the US markets that dragged down global equity markets.
Read The Full ArticleEQUITY MARKETS DROP AS US TECH STOCKS FEEL SOME POLITICAL PRESSURE
This week US tech stocks have come under more pressure as investors see the potential for political disruption to the semiconductor industry.
Read The Full ArticleMARKETS SHOULD EXPECT A PRAGMATIC APPROACH AS LABOUR SECURES A BIG GENERAL ELECTION VICTORY
This week brought an end to 14 years of Conservative government. A widely predicted result, the main drama revolved around how much they might lose by.
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Summer Outlook
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.
Read The Full ArticleCONCERNS ABOUT INFLATION AND ELECTION UNCERTAINTY WEIGH ON GOVERNMENT BONDS
This week has been dominated by elections. In the UK, we’re approaching the end of a thankfully short and relatively surprise-free election.
Read The Full ArticleSOME CALM RETURNS TO EUROPEAN MARKETS AS LABOUR MAINTAINS HEALTHY LEAD IN UK ELECTIONS
This week European markets had a chance to stabilise following the disruption caused by the European parliamentary elections.
Read The Full ArticleSUCCESS OF FAR-RIGHT PARTIES IN EUROPEAN ELECTIONS RATTLES EQUITY AND BOND MARKETS
This week we witnessed significant volatility in European markets after nationalist parties made big gains in the European parliamentary elections.
Read The Full ArticleBOND MARKETS RALLY AS THE ECB AND BANK OF CANADA CUT INTEREST RATES
This week brought the first interest rate cuts for developed economies as the inflation caused by pandemic-era shortages and stimulus has slowed
enough for central banks to begin easing.
GOVERNMENT BOND YIELDS CLIMB AS MARKETS TURN LESS OPTIMISTIC ON RATE CUTS
This week a general sense of pessimism returned to bond markets as the prospect of central bank rate cuts has been pushed back, again.
Read The Full ArticleSTICKY INFLATION SENDS BOND YIELDS BACK UP AND SUNAK CALLS AN EARLY SUMMER ELECTION
This week Rishi Sunak committed to a general election on 4 July. With the Conservatives trailing badly in the opinion polls…
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