AI upset challenges market status quo
It has been another interesting week in markets, although for different reasons than recently. Most of the major regional stock indices have performed well, but global equities are down in aggregate. This is largely down to the underperformance of Nvidia, following the...
Trump trade still on?
Capital markets were a sea of green in Donald Trump’s first week back in office. Investors’ serenity stands in contrast to the rhetoric and early flurry of policy from the US president. We have said before that markets may not to appreciate...
Calmer markets ahead of Trump inauguration
With global stocks bouncing back over 2%, this week has been the best of the year! UK investors did not even have to rely on a weak pound to bolster Sterling-based returns. French stocks gained over 4%, while smaller cap stocks in...
UK bond yield surge – more than meets the eye
Bond market woes took centre stage again this week. Much of this was driven by the strength of the US economy, as shown by today’s strong employment data and signs that US consumer services are powering ahead (although, interestingly, wages rises were...
Happy New Year!
We start this year with a condensed Tatton Weekly, sharing with you a few thoughts about some relevant events over the holiday period and the first few days of 2025. Next week, we will be back to the usual extensive format, bringing...