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...

Closing the chapter on COVID, Trump and Brexit

18 December 2020Tatton Weekly

Goodbye to tall all that December usually has a ring of ‘Silent Night’ in the investment world and, in a year where practically all else has changed, at least this has stayed the same. In the UK, news that millions more would...

Monday Digest

30 November 2020Tatton Weekly

Overview: fiscal tensions and Brexit overshadow thoughts of a vaccineWhile global stock markets continued their more gradual upwards trend last week, government policy was in full focus, but offered little in support. In the UK, Chancellor Rishi Sunak delivered his Autumn spending...

More tunnel before the light

20 November 2020Tatton Weekly

The November rally in stock markets finally petered out this week as it felt as if ‘November finally got the memo about 2020’. This was despite further positive vaccine news that bolstered optimism for next year. On Monday, US firm Moderna announced...

Baffling market optimism

9 October 2020Tatton Weekly

Following the unsteadiness of September, markets have further regained their composure and continue to drift upwards. This stands in stark contrast to the flow of bad news. The White House, centre of power for the mighty US, has become a COVID hotspot,...

A question of time horizons

2 October 2020Tatton Weekly

A US presidential debate that nobody would want to watch twice was followed by reports that COVID reality has finally caught up with a US president who insists that only he can determine what is real and what is fake has made...

US election market impact – not straight forward

2 October 2020Tatton Weekly

Selling pressure built up early in the month, as COVID cases spiked around the world once more. The fear was that we were in for a repeat of March, where the spread of the virus and ensuing global economic shutdown sent markets...

State of the global economy

2 October 2020Tatton Weekly

Throughout the middle of this year, we saw an impressive bounce back in economic activity. While the global economic shutdown had frozen business and manufacturing activity, the opening‑up into the summer months suggested we may be on course for a sharp V-shaped...

A recovery on hold

25 September 2020Tatton Weekly

September continues to bite equity markets. Stocks everywhere wobbled again this week and even though they bounced back, the S&P500 is down around 8% in US Dollar terms for the month. UK investors might notice less of a fall, with global equities...

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