Climbing the wall of worry – again

13 August 2021Tatton Weekly

August continues to be what one would expect from the middle of the summer: quiet. Yet for investors, it is also pleasing that stock markets around the world are gradually nudging upwards, allowing them to remain relaxed wherever they have retreated to...

Monday digest

9 August 2021Tatton Weekly

Overview: August begins in upbeat fashionAfter an unexciting July in investment return terms, August has made a strong start, bolstered by surprisingly positive US job markets figures and corporate earnings reports that continue to support elevated stock market levels across the Western...

Mega techs under the cosh

6 August 2021Tatton Weekly

After an unexciting July in terms of investment returns, August has made a strong start, with US job markets figures delivering a much-appreciated positive surprise today, while corporate earnings reports continue to support elevated stock market levels across the Western world. The...

Monday digest

2 August 2021Tatton Weekly

Overview: Growth slows and highlights the tension between yields and earningsDespite the government’s ‘Freedom day’ last week, things are only slowly returning to normal. Google’s mobility data shows the flow of Britons back into offices is still weak relative to the beginning...

Summer lull as markets go through the motions

30 July 2021Tatton Weekly

We wrote last week, that fortunes could be changing on the COVID front, with UK case numbers showing a decline from their (possibly temporary) peak. Since then, the 7-day average for daily cases has fallen for the first time since Britain started...

Monday Digest

26 July 2021Tatton Weekly

Overview: Are markets at last waking up to ‘living with’ the virus?Last week was a bumpy one. Major equity markets sold off heavily around the world, before recovering most of those losses by the end of the week. Unfortunately, that market volatility...

Markets wake up to living with the virus

23 July 2021Tatton Weekly

It has been a week of ups and downs. Monday saw sunshine and relaxation as so-called ‘Freedom Day’ COVID restrictions were lifted in England. Investors did not join in the party, though, as major equity indices sold off around the world. Markets...

Monday digest

19 July 2021Tatton Weekly

Overview: Will blockbuster corporate earnings revive market optimism?The world’s major stock indices mostly continued their recent holding pattern last week, awaiting news on where things go from here. The global transitional phase we find ourselves in – between a forced economic ice...

Earnings vs Delta

16 July 2021Tatton Weekly

It has been a quiet week in equity markets. The world’s major stock indices mostly continued their recent holding pattern, awaiting news on where things will go from here. As we have written before, the global transition phase we find ourselves in...

Monday digest

12 July 2021Tatton Weekly

Overview: Investor vertigo an entirely natural responseGlobal equities have been on a pretty rapid ascent since the start of the year, but as the second quarter ended, investors have been dealing with a mild attack of vertigo. In its June meeting, the...

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