Chinese recovery powers ahead, US and Europe slow
The Chinese economic recovery is continuing to power ahead. This is the fifth sequential month in which business…
The US economic recovery continues
US unemployment declined to 7.9% in September from 8.4% in August, beating expectations, but non-farm payrolls only rose…
The shape of the recovery…
Markets continue to lack a clear direction, with equities remaining range-bound below recent highs. This ‘holding pattern’ is…
A pause in the bull-market…
We are now into the third straight week of downward moves in equity markets. Volatility remains elevated. This…
The global economic recovery continues… what do the latest data tell us?
Starting with Europe, we have seen a more optimistic view from the European Central Bank (ECB) in the…
Tech sector sell-off? Keep calm and carry on
In the past week we have seen a notable pullback in technology stocks. The NASDAQ Index has fallen…
Steady as she goes… Interest rates lower for longer
The most important news for investors last week was the commentary from the US Federal Reserve on its…
Reasons to be cheerful and fearful: cautious optimism is the way forward
Equity markets last week continued their upward trend, with the Nasdaq powering ahead to new all-time highs and…
Cold War II is creeping back onto the agenda
President Trump recently signed two executive orders aimed at banning Chinese-owned social media platforms TikTok and WeChat from…
The question on everyone’s mind… What comes next?
Without a doubt, the biggest news in July was the release of US Q2 2020 GDP data. With…