News and Blogs

Economic resilience is about to be tested

29 September 2023Tatton Weekly

Historically September has on average not been great for investors, and as it turns out this year is no exception to that norm. Both equities and bond valuations have declined and even though equities have not materially moved up or down when...

Monday digest

25 September 2023Tatton Weekly

Overview: to yield or not to yield?Last week, stocks and bonds ended up bruised following the ‘hawkish pause’. The US Federal Reserve (Fed) announced on Wednesday it would hold interest rates steady at 5.25-5.5%, but threw in some stern forward guidance to...

To yield or not to yield

22 September 2023Tatton Weekly

This week, stocks and bondsare still bruised from the ‘hawkish pause’. The US Federal Reserve (Fed) announced on Wednesday that it would hold interest rates steady at 5.25-5.5%, but threw in some stern forward guidance to dispel any doubts it might be...

ESG Honestly: Cost-of-living crisis overshadows ESG

20 September 2023ESG Honestly

As the UK cost-of-living crisis continues to dominate both headlines and debates in Parliament, ESG considerations appear to have rapidly fallen down the government’s agenda. Environment Minister Zac Goldsmith’s resignation letter sparked concerns that the current crisis around domestic budgets has overshadowed...

Monday digest

18 September 2023Tatton Weekly

Overview: Central bank hawks still determined to defang inflationThis time last week, it still seemed as if European Central Bank (ECB) policymakers would hold off on another rate hike, following some dire economic data. But on Thursday, the ECB raised its deposit...

Central bank hawks determined to defang inflation

15 September 2023Tatton Weekly

The European Central Bank (ECB) raised rates yesterday, with the majority of its Governing Council members concerned that the inflation parasite may be alive for a while longer. Of course, parasites can continue to be robust while their host becomes pale and...

Tatton teaser

13 September 2023Tatton Weekly

The impact of interest rate rises on UK consumers is not evenly spread. Some consumers are benefitting, which is in turn causing their spending to remain resilient, which bolsters demand and ultimately keeps inflation persistent –  a tricky situation for the Bank...

Monday digest

11 September 2023Tatton Weekly

Overview: oil prices up and an ill wind for renewablesSo far Markets have been generally quiet during September, but energy is again becoming an issue. Oil prices have risen since the start of the summer, with Brent crude having bounced along a...

Energy in focus – oil prices up and an ill wind for renewables

8 September 2023Tatton Weekly

Markets have been generally quiet at the start of September but energy is again becoming an issue for equity and credit markets. Oil prices have risen since the start of the summer, with Brent crude having bounced along a bottom of $73...

Monday digest

4 September 2023Tatton Weekly

Overview: New school term has the US top of the classSummer is officially over, but we are none the wiser regarding the direction of the economy. Or are we? Generally, the inflation backdrop continues to ease, although not fast enough for comfort...

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