Biannual Commodities Update January 2024
Global Commodities Market Performance and Growth Trends in 2023 Lacklustre demand and ample and, in some cases, oversupply meant it was a tough year for the lion’s share of the commodity basketRead More…
Global Commodities Market Performance and Growth Trends in 2023 Lacklustre demand and ample and, in some cases, oversupply meant it was a tough year for the lion’s share of the commodity basketRead More…
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…
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…
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…
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…
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…