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Monday digest

15 March 2021Monday Digest

Overview: Markets continue to recalibrate  Last week was another choppy one for global stock markets, although for equities there was more up than down across the board, and bonds yields stopped their upwards trend, at least for now. The general upward trend notwithstanding, there was notable rotation...

Recalibrations

12 March 2021Tatton Weekly

Stock markets around the world have had another choppy week, but this time there was more up than down across the board and bonds yields stopped their upwards trend – at least for a while. The general upward trend notwithstanding, there was...

Stock markets are finding they cannot have it both ways

5 March 2021Tatton Weekly

Another week of bond market price falls has pushed ten-year government bond yields upwards everywhere except Japan. The US ten-year yield experienced the biggest rise of the developed world, up almost 20 basis points (0.2%) since last Friday to a yield of...

Monday Digest

1 March 2021Monday Digest

Overview: earnings expectations may yet stabilise wobbling markets The market wobbles of last week brought with them an eerie sense of déjà vu. This time last year, the NASDAQ 100 closed at an all-time high of 9718.73, before sliding back as the far-reaching implications of the...

Earnings look set to stabilise wobbling markets

26 February 2021Tatton Weekly

Last year, equity markets started to wobble around this time. For example, on 19 February 2020, the NASDAQ 100 closed at an all-time high of 9718.73 before sliding back as the far-reaching implications of the  pandemic started taking their toll. This year, the...

One year on – who would have thought

22 February 2021Tatton Weekly

Exactly one year ago, on 19 February 2020, stock markets hit their pre-pandemic high. Over the five weeks that followed, markets plunged in the most extreme global market crash ever known, as the world accepted that COVID-19 was a threat of unprecedented...

Monday Digest

22 February 2021Monday Digest

Overview: reflation is the word of the week (possibly year) Twelve months ago, stock markets hit their pre-pandemic high, before plunging towards the most extreme global market crash ever known, as the world accepted COVID-19 presented a threat of unprecedented dimensions. Learnings from the global...

No UK double dip, but much talk of bubbles

12 February 2021Tatton Weekly

‘Worst recession in 300 years’ was how UK media framed Friday’s release of UK GDP growth data for the last quarter of 2020. They were also quick to point out that the -9.9% full-year number was far worse than any other major...

Calming of nerves

5 February 2021Tatton Weekly

After January’s misbehaviour – everything from riotous insurrection at the US Capitol to rebellious share speculation – February began with a more predictable return to normality. The share price of now internationally famous US video game store GameStop has fallen by around...

Monday Digest

2 February 2021Monday Digest

Outlook: the EU displays frayed nerves and flared tempers In the middle stages of the pandemic, when things had the potential for going very, very badly, there was a sense of global solidarity and unity among people and politicians. In Europe, although...

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