Stock markets ended 2023 on a high note, with the developed markets coming in more than 20% ahead for the year on increasingly optimistic interest rate expectations, further bolstered by a moreRead More…
A torrid September for stock markets sent equities tumbling across the board, with the S&P500 ending the month down 4.87% and the quarter down 3.65%. The Nasdaq, which has experienced significant tailwindsRead 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…
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…
Inflation trends remained under intense scrutiny through November into early December, with investment sages all predicting that it will be the future trajectory of price increases and the central banks’ responses thatRead 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…
A year ago, the world was falling apart as the coronavirus started to spread around the globe. Stock markets sold off markedly amid turbulent volatility throughout the first quarter before reaching aRead 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…