Read More 2 minute read OOther News China regulation risk – looking through the noise2 August, 20211.1K views Chinese equity markets have seen considerable volatility in recent weeks, culminating in heavy negative moves down in technology…
Read More 2 minute read OOther News Corporate earnings season has been very good so far… this bodes well for markets26 July, 20211.3K views Corporate earnings season for the second quarter of 2021 (April – June period) has started, and it has…
Read More 2 minute read OOther News Global corporate tax – should investors worry?19 July, 20211.3K views Group of 20 (G20) finance ministers last week backed a historic tax plan designed to stop multinational corporations…
Read More 2 minute read OOther News Never sell a quiet market12 July, 20211.5K views Equity markets in the US and Europe have been range bound since May. A range bound market is…
Read More 2 minute read OOther News Inflation is coming!? Markets think otherwise…5 July, 20211.2K views A useful way to measure the market’s expectations for inflation is to look at the difference between US…
Read More 2 minute read OOther News Fed: “growth strong, inflation transitory” / Europe committed to further stimulus28 June, 20211.1K views Eager to get a clearer picture of when central banks will begin tapering stimulus measures, markets these days…
Read More 2 minute read OOther News Fed: higher inflation “transitory” but normalisation on the horizon21 June, 20211.1K views It has been some weeks since we last discussed rising US inflation data and some economists’ interpretation of…
Read More 2 minute read OOther News World bank upgrades forecast / New macro-economic data14 June, 20211.3K views Following on from the OECD’s global economic outlook review, which we mentioned in our last Weekly Brief, the…
Read More 2 minute read OOther News US makes further gains / Europe finally sees turnaround7 June, 20211.2K views Latest US macro-economic data confirmed the impressive pace of the country’s economic recovery. The US economy expanded at…
Read More 2 minute read OOther News Europe recovery kicks into gear / China’s PR problems might get (much) worse1 June, 20211.1K views Backward-facing data in Europe remain bleak, but forward-looking indicators are now turning more optimistic. The Flash Eurozone PMI…