Recession Concerns Undermine Commodity Markets in First Half Ongoing fears of a recession, which has yet to come, cast a pall over commodity markets during the first half of the year, withRead More…
The Fed continues to navigate a tricky balancing act, taking what could be considered a hawkish pause in June, with the express intention of raising rates again later to get headline consumerRead More…
The global economy is set to experience a “rocky recovery”, according to the IMF’s latest World Economic Outlook, with risks heavily skewed to the downside. Among the risks impacting the global economyRead More…
Bank failures add to a long list of concerns for investors in 2023 Varying expectations about when the Fed will likely reach its rate-hiking cycle’s peak have made for an exceptionally volatileRead More…
It was a year of two halves for commodity markets. The Russia-Ukraine war dominated the markets during the year’s first half, and macroeconomic factors were the driving force in the second half.Read More…
Financial markets had their worst year since 2008, with equities and bonds ending deep in the red and shedding some $30 trillion in 2022. In the US, the S&P 500 ended almostRead More…
Central banks remain centre stage The fight against inflation continued in earnest during November, with little sign of inflation easing materially and sustainably. The developed market central banks that held rate-setting meetingsRead More…
Pessimistic Optimism is the Only Way to Survive: Although most of us are predisposed to being optimistic about financial markets and the economy, we are in an era of seismic change in interestRead More…
The battle against inflation remains the global financial markets’ primary concern. Although there are some signs of inflation easing, namely in commodity and food prices, core inflation remains high, and there’s evidenceRead More…
Russia’s war with the Ukraine saw the onset of a commodity price crisis during the first half of the year, with prices of oil, gas, and agricultural goods, in particular, soaring andRead More…