Market fears fading
Capital markets picked themselves up this week. Global stocks are up, recovering well from a tough start to September. At the time of writing, not all of last week’s losses have been recovered, but markets seem to breathe a sigh of relief....
Nervous markets ahead of second pivot
Capital markets have started September rather despondently. It feels similar to (though not nearly as bad as) the sell-off that started in August, after which stock values quickly recovered. There were risks and headwinds back then, but nothing that significantly dampened the...
Balancing acts
It was a flat week for global stock values, but with a fair amount of dispersion. US returns were once again weighed down by tech, but the UK and Europe are up over 1% at the time of writing. The overall sluggish...
Late Summer heatwave
Global stocks continued their climb higher until the latter part of this week. The rise up until Wednesday had shown remarkably steady gains in daily terms. When you put that together with gains over the last few weeks, equity returns have been...
Tornado rather than hurricane
After stocks sank in early August, we warned that volatility could ripple on, and the market storm turn into a full-blown hurricane. But this week saw a remarkable dying-down of the volatility, like a whirlwind that passes in an hour: stock markets...
Market correction turns into pothole
Our sign-off last week was supposed to be cautiously optimistic – predicting a bumpy ride to a decent destination in markets – but friends told us it read a little negatively. Cue the worst daily loss for the S&P 500 in nearly...