Tuesday Digest
Assuming growth will winGlobal stocks and bonds have moved higher again after ending last week positively. Non-US markets led the gains and have maintained the outperformance at the start of this week. Bond markets were stronger, helped by falling energy prices following...
Monday Digest
Waiting for reliefGlobal equities edged up 1.5% in sterling terms last week, driven by US stocks and a firmer dollar. Most other markets were weaker and all are starting this week on the back foot. Donald Trump’s visit to China was light...
Monday Digest
Reasons to believeOperation Epic Fury is over and markets are betting that the Strait of Hormuz will be open soon. Both stocks and bonds bumped up; equities helped by strong corporate earnings especially in the US; bonds benefitting from lower inflation expectations...
Tuesday Digest
Markets making the best of it Oil prices spiked back above $120pb last week and have remained close to that level as the US-Iran ceasefire frays. But the equity market casualties have been UK and European stocks, while the US has gained....