International Communique No. 308 - 5th October 2021 ------------------------------------------------------------ COLD SNAP In September, all market sectors except oil & gas were down sharply as higher inflation, plus expectations of Fed [...]
International Communique No. 308 - 28th September 2021 ------------------------------------------------------------ MOMENTUM IS SLIPPING Equity markets have gradually regained ground, holding on to gains as central banks decisions came and went. Norway’s [...]
International Communique No. 307 - 22nd September 2021 ------------------------------------------------------------ ONE NEGATIVE NEWS ITEM TOO MANY The mood was not great to start with. September is historically unfavourable for equities, which [...]
International Communique No. 306 - 14th September 2021 ------------------------------------------------------------ THE THREE PEAKS The main equity market indices looked gloomy, with many spooked by the spreading delta variant, supply-side inflation and [...]
International Communique No. 305 - 7th September 2021 ------------------------------------------------------------ GROWTH FALTERS AS AUTUMN APPROACHES The highly awaited US job figures was released last week. Currently, equity indices are hovering around [...]
International Communique No. 304 - 31st August 2021 ------------------------------------------------------------ PLENTY OF FOOD FOR THOUGHT Over the past week, financial markets had to crunch numbers relating to the progressing delta variant [...]
International Communique No. 303 - 24th August 2021 FED THINKING SERIOUSLY ABOUT TAPERING Last week was a turbulent time in the markets, which reacted to Fed minutes and the Chinese [...]
International Communique No. 302 - 18th of August 2021 HAZY WORLD OUTLOOK AND SLOWER GROWTH IN CHINA Main indices continued gaining last week in spite of pandemic-related angst and pricey [...]
International Communique No. 301 - 10th August 2021 ------------------------------------------------------------ OUTSTANDING EARNINGS PROSPECTS Benchmark equity indices, both in Europe and the US, went on to set new records last week on [...]
International Communique No. 300 - 13th July 2021 WIND BLOWS IN NEW DIRECTION Air currents have suddenly started blowing through markets, taking wind from the sails of the reflation trade [...]
