US economy powers ahead / China trade risk never went away
US GDP growth for the first quarter of 2021 was released last week, showing that the world’s largest…
US & China economies break through pre-pandemic levels, Europe plays catch up
Last week saw data on US housing starts show a +37% surge year-on-year (YoY) in March, a rise…
As life returns to normal, might financial markets also return to pre-pandemic normalcy?
In recent weeks we have seen two important indications that market sentiment is returning to something which resembles…
Could Goldilocks be set to make a return?
The International Monetary Fund (IMF) is not known for its boundless optimism, so when it released a significantly…
China and the US roar back to life, but Europe still lags
In China, total industrial sector profits surged by +179% year-on-year (YoY) in the first two months of 2021.…
All the talk of K, W and U shapes was premature… the recovery is V-shaped
The US equity market reached its pandemic lows almost exactly one year ago on March 23rd, 2020. Following…
Things are looking brighter for the US economy in 2021
The Fed dramatically raised its economic forecasts last week at its monthly rate decision press conference. With President…
Inflation murmuration
Short-term bursts of volatility in financial markets continued into the beginning of last week, as markets remained concerned…
US recovery kicks into gear… and we still have the stimulus to come
President Biden’s $1.9 trillion stimulus package was passed last week. We expect this to provide a significant boost…
Rate Rotation Fears – Keep Calm & Carry On
In the past two weeks we have seen rising concerns of a potential rotation away from sectors in…