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…
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…
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…
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…
Financial markets have sold off dramatically in the face of so-called “monster” rate hikes, with the US Federal Reserve responding to a higher than expected May inflation rate with a 75-basis pointRead More…
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…
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…
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…
It is no secret that 2018 was not as favourable as many investors would have liked. Global financial markets were unstable and unpredictable, with volatility reminiscent of the 2008 financial crisis resurfacingRead More…