Summer low or summer lull? The past week brought a stabilisation of stock markets, as buyers returned to buy the latest dip. It would seem that despite the looming announcement of the reversal of QE by the US Fed (probably September) investors worldwide continue to have confidence that markets will not collapse as a result…. Read more »
More sellers than buyers Last week had news that felt like it should affect markets. Risks were obvious and it was unsurprising that risk assets came under pressure. As we wrote, it was perhaps more surprising that there was such little reaction. Global monetary policy: not if, but when … The key economic issues this… Read more »
Stocks take note of North Korea crisis – or do they? Over the week, the main global stock markets fell by between 2 and 3.5% and thereby finally appeared to acknowledge the heightened geopolitical risk levels emanating from the nuclear showdown of words between North Korea’s dynastic leader Kim Yung Un and US president Donald… Read more »
Consolidated base but momentum dwindling? It’s been another week where political dramas have dominated the headlines, whether it was Trump’s revolving doors for his senior staff in the White House, Germany’s car builder summit to save the diesel engine or never ending Brexit positioning. However, for the global investment community, a raft of data releases made… Read more »
