First Quarter 2022 Market Update: As 2022 rolled in we were all focused on inflation and what policy makers were going to do about consumer price inflation reaching multi-decade highs. Central banksRead More…
Surging demand, supply logjams, and adverse, or unusual, climate conditions in certain regions saw commodity prices put in their best performance since they bounced back from the 2008 financial crisis. The surprisingRead More…
Energy constraints rattle financial markets and global growth optimism Energy supply shortages bit hard during September as gas, coal and oil inventories fell short of worldwide demand, sending energy prices to multi-yearRead More…
April saw the bull run in equities continue – prompting further concern about how long the stock market rally is likely to continue – and bonds yields remained elevated in the faceRead More…
The tables turned for commodities during the second half of the year, with an across-the-board rally putting all but oil and coal prices in the black for the year. The steep climbRead More…
Global stock markets rally on good news Good news abounded in November, sending already elevated stock markets to fresh highs as two significant weights were lifted off the neck of financial markets.Read More…
Global stock markets shook off recession fears and geopolitical and trade risks last year to end the year almost a third higher in key developed equity markets, with the MSCI World Index,Read More…
Fear of Global Recession Unraveling Markets The rise of nationalism has created a world more divided than many could have imagined three years ago when Trump took office. The ensuing inward-looking policiesRead More…
Commodities Update First Half 2019 It was a generally positive first half of the year for commodities, with some surprise underperformers. The prospect of trade wars continued to loom over commodity marketsRead More…
Investors waited with bated breath to see what would unfold at the G20 meetings at the end of June. All eyes were on US President Donald Trump and his side-line trade discussionsRead More…