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…
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…
It’s been nearly three months since economies around the globe started going into lockdown due to the COVID-19 pandemic. But as the number of cases in certain regions begins to decline, there’sRead More…
Global stock markets experienced their sharpest corrections on record in the last week of February as panic about the spread of the coronavirus to the US derailed investors who had remained remarkablyRead 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…
The tide turned on safe-haven assets during November as investor sentiment shifted from fears of a global economic recession to a more optimistic assessment about the prospect of the US and ChinaRead More…
The potential for a full blown trade war continued to weigh on the financial markets and the global economy during September. But, compared to the previous month, it was relatively quiet andRead More…