Market leaders taking late summer break
The Bloomberg World stock market index has gained 0.5% for the week as we write, bond prices are mixed (UK yields are up). Underneath that, US large cap stocks did less well, while China and the UK have risen, to the point...
The slowdown never comes
The good times keep coming for global stocks. This week, markets’ optimism was backed up by a fundamentally bullish outlook – the continued improvement of corporate earnings expectations in almost all major markets. And, with US interest rate cuts even more likely,...
Trump goes for easy targets as tail risks fade
After last Friday afternoon’s wobble, markets regained their footing this week. Global stocks mostly recovered and are back within touching distance of all-time highs. Investor sentiment was aided by the slew of US trade deals – either signed or pending. Amongst the...
Busy going nowhere
This has been one of the busiest weeks for potentially market moving information in a long time. We’ll start with market moves and see what that tells us about the way in which the information has added up, and what are currently...
The Meme Generation
This week has had lots of quite important information but no single aspect has dominated. Equity markets are higher again, bond yields are stable and companies tell us that, on balance, things are difficult but okay. US retail investors are choosing to...