MARKETS TORN BETWEEN CORONAVIRUS RESURGENCE AND AMPLE LIQUIDITY Financial markets remain in volatile territory, dominated by the tenacity of the coronavirus pandemic worldwide. The headlines have flagged increases in the [...]
CHILLING PROSPECT OF RENEWED OUTBREAKS Investor optimism for a rapid economic recovery is fading, undermined by a string of downbeat statistics and Fed chair Powell’s rather gloomy stance on the [...]
A FORECAST-BUSTING WEEK Economic data turned up sharply in May, while the prospect of more fiscal and monetary splurges is stoking investors’ risk appetites. Last week, cyclical sectors and stocks [...]
DON'T FIGHT THE FED Equity markets continued to trend upwards last week. In recent weeks we have also seen a recovery in those sectors and stocks that underperformed during the [...]
QUO VADIS? The main equity indices gained ground last week, with cyclicals outperforming. Oil prices similarly rose sharply as the supply glut no longer appears as high as expected. The [...]
US AND CHINA RESUME THEIR TUG OF WAR Equities headed lower last week, especially in Europe, where the EuroStoxx 50 shed more than 4% of its value on the back [...]
MARKETS UNDAUNTED BY RECORD JOB ATTRITION IN THE US Risk assets continued recovering last week as investors disregarded lousy economic data, the mixed bag of first-quarter earnings releases and renewed [...]
US-CHINA TRADE TENSIONS MAKE A COMEBACK For equity investors, the most striking event last week was the sudden plunge on Wall Street, which slid by almost 3% on 1 May [...]
BUSINESS AS USUAL? MORE A QUESTION OF 'DATA' THAN 'DATE' Globally, new cases of virus infections have increased by 2.3% in the past 24 hours, resulting in a total of [...]
------------------------------------------------------------*|ARCHIVE|*** GILES WADE UPDATE - 17 MARCH 2020------------------------------------------------------------COMMENTARY ON QUANTITATIVE EASING WITHIN MARKET CONDITIONSWe hope this update finds you well. Please take a moment to review discussion surrounding Quantitative Easing.Link [...]
