Bond markets give central bankers a telling off

29 October 2021Tatton Weekly

Capital markets enjoyed another good week, although with one notable difference – this time bond investors were allowed to join in. Just as energy prices started stabilising, corporate earnings results proved less supportive than in the previous week, while macroeconomic data continued...

Monday digest

25 October 2021Tatton Weekly

Overview: behind investor optimism lies a plethora of risksLast week, capital markets continued to recover from the downward drift experienced at the beginning of October. Commentators have attributed this slow rebound to strong Q3 corporate earnings announcements – preferring to focus on...

Confused or determined central bankers?

22 October 2021Tatton Weekly

Capital markets continued over the week to recover just as gradually from the September/early October downdraft as they declined then. Many commentators put it down to the continued strong Q3 corporate earnings announcements, which with 20%-40% year on year growth between Europe...

Monday digest

19 October 2021Tatton Weekly

Overview: Have we passed the peak of supply disruption?As petrol availability returned even to London’s suburbs, and temperatures outside rose again, so it seemed did global stock markets. Despite broader UK news flow still very much on the gloomy side, last week...

Have we passed the peak of supply disruption?

15 October 2021Tatton Weekly

Last week we noted that October had picked up for investors where September had left off, namely equities slowly climbing down from the heights gained over the summer. As petrol availability returned even to London’s suburbs and temperatures outside rose again, so...

Monday digest

11 October 2021Tatton Weekly

Overview: global economy hits an air pocket October has carried on where September left off, with daily ups and downs for markets, and with a slight downwards trend. Overall, after a week when European gas prices briefly hit a new record high,...

Economy hits an air pocket

8 October 2021Tatton Weekly

October has carried on where September left off, with quite a bit of daily up and down for markets, but with a slight downwards trend. We deliver our end-of-month review of September in this week’s second article. For UK readers, the lack...

Monday digest

4 October 2021Tatton Weekly

Overview: September departs with rising bond yields making a returnA shortage of gas and oil around the globe – leading to rising energy prices – led many commentators to draw parallels with the 1970s oil shock last week. More important, though, was...

Rising yields are back

1 October 2021Tatton Weekly

The energy bottlenecks we wrote about last week became rather more personal for the large proportion of the UK population that are motorists. In fairness, the UK’s petrol station forecourt crisis has little to do with rising energy prices around the world,...

Monday digest

27 September 2021Tatton Weekly

Overview: wall of worry time?‘Chaos’ can sometimes feel like an overused word in modern times, but it certainly felt apt last week, as the UK was buffeted on multiple fronts. Globally, the news flow was not much better, with economic data confirming...

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