Stock markets are finding they cannot have it both ways

5 March 2021Tatton Weekly

Another week of bond market price falls has pushed ten-year government bond yields upwards everywhere except Japan. The US ten-year yield experienced the biggest rise of the developed world, up almost 20 basis points (0.2%) since last Friday to a yield of...

Earnings look set to stabilise wobbling markets

26 February 2021Tatton Weekly

Last year, equity markets started to wobble around this time. For example, on 19 February 2020, the NASDAQ 100 closed at an all-time high of 9718.73 before sliding back as the far-reaching implications of the  pandemic started taking their toll. This year, the...

One year on – who would have thought

22 February 2021Tatton Weekly

Exactly one year ago, on 19 February 2020, stock markets hit their pre-pandemic high. Over the five weeks that followed, markets plunged in the most extreme global market crash ever known, as the world accepted that COVID-19 was a threat of unprecedented...

No UK double dip, but much talk of bubbles

12 February 2021Tatton Weekly

‘Worst recession in 300 years’ was how UK media framed Friday’s release of UK GDP growth data for the last quarter of 2020. They were also quick to point out that the -9.9% full-year number was far worse than any other major...

Calming of nerves

5 February 2021Tatton Weekly

After January’s misbehaviour – everything from riotous insurrection at the US Capitol to rebellious share speculation – February began with a more predictable return to normality. The share price of now internationally famous US video game store GameStop has fallen by around...

A fraying of nerves

29 January 2021Tatton Weekly

In the middle stages of the pandemic, when things had the potential for going very, very badly, there was a sense of global solidarity and unity among people and politicians. Maybe China received opprobrium – it was certainly demonised by many in...

A sigh of relief

22 January 2021Tatton Weekly

As Joe Biden was inaugurated as the 46th president of the United States this Wednesday, a collective sigh of relief, at the return of civility, decency and a genuine interest in the wellbeing of all citizens, could be felt around the world. Perhaps...

Monday Digest

18 January 2021Tatton Weekly

Outlook: new leadership brings fresh optimism to the USThere remains a broad consensus within investment markets that this year will see a strong economic rebound as mass vaccinations finally put an end to the pandemic – even if we have to wait...

Fiscal turbo replaces lame duck Trump

15 January 2021Tatton Weekly

As we wrote last week, there is a broad consensus that this year will see a strong economic rebound as mass vaccinations finally put an end to pandemic – even if we have to wait until the second half of the year...

End points and new beginnings

8 January 2021Tatton Weekly

Just like 2020, 2021 has kicked off with rather more lively news flow than many will have hoped for when they gladly said goodbye on New Year’s Eve to what many experienced as a truly annus horribilis. Yet even though events of...

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