‘Risk on’ pauses while the real world keeps accelerating

23 April 2021Tatton Weekly

Equity markets finally paused in their upward trend this week, with the most speculative assets like Bitcoin experiencing their first serious setback since February. It was hard to pin the cause on any one specific development, although falling oil prices got their...

Monday Digest

19 April 2021Tatton Weekly

Overview: New bond news provides perspective for equity investors Yields of long maturity bonds across global developed markets fell quite sharply last Thursday, at the same time as economic data showed resoundingly strong activity. This somewhat counterintuitive market action was a very good...

New bond news gives green light for equity investors

16 April 2021Tatton Weekly

We usually start with a brief summary of equity market action over the course of the week. This week it was developments in the bond markets that may be of more significance for investors for the medium terms, than the fact that...

Monday Digest

12 April 2021Tatton Weekly

Overview: US policy measures drive hopes for a ‘Goldilocks’ economic recovery The second quarter has started in positive fashion. The combination of fast progress on mass vaccinations – and real long-term structural improvement plans for the US economy – have provided investors...

Bond markets signal economic optimism

9 April 2021Tatton Weekly

Following a strong first quarter for equity investors worldwide, the second quarter is off to a good start as well, with most global stock markets already up by a few percentage points. While the sense that stock markets are potentially getting ahead...

The first quarter of 2021 was no April fool

1 April 2021Tatton Weekly

It may be April Fools’ Day, but ignore the ill-fated corporate PR stunts (Voltswagen!). The fact is that the first quarter of 2021 has brought genuine good news for UK-based investors with exposure to global stock markets. Equity markets have generally resumed...

The world is moving on from the pandemic

26 March 2021Tatton Weekly

It has been another week of markets feeling on edge, without going anywhere. Markets seem to have caught a bit of worry about the passage of growth, oddly just as the wider populace gets more confident and the recent headwind of rising...

Monday digest

22 March 2021Monday Digest

Overview: the tug of war between optimism and fear continues  This week marks the one-year anniversary of the turning point of the COVID stock market crash. This time last year, we were writing about a “plunging into a global recession of potentially unknown proportion and...

Recalibrations

12 March 2021Tatton Weekly

Stock markets around the world have had another choppy week, but this time there was more up than down across the board and bonds yields stopped their upwards trend – at least for a while. The general upward trend notwithstanding, there was...

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...

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