FED POSSIBLY MORE HAWKISH Recently global marketplaces gave up some of the previous gains as stronger-than-expected job numbers in the US rekindled fears of tighter monetary conditions from the Fed [...]
International Communique No. 340 - 31st of May 2022 ------------------------------------------------------------ RECOVERY WEEK FOR EQUITIES & FIXED INCOME Recently bond markets in particular perked up as long-dated yields (10 years) ebbed [...]
International Communique No. 339 - 24th of May 2022 ------------------------------------------------------------ NAVIGATING THE TURBULENT TIMES The markets have been full of turmoil recently – dominated by inflation, rate hikes and recessionary [...]
HOW FAR WILL THE FED RAISE ITS BENCHMARK RATE? The market expects Fed Funds to stand at 2.75% in December, up from 1% recently, and 2.86% by December 2023. Is [...]
RATE HIKES GALORE! Equity indices ended deeply in the red following the euphoria stemming from the Fed meeting, which thankfully did not spring any major surprises. But inflation and rate-related [...]
International Communique No. 336 - 4th of May 2022 ------------------------------------------------------------ WHAT IS FUELLING RUNAWAY INFLATION IN THE US AND THE EUROZONE? As we headed into 2021, inflation was clocking only [...]
International Communique No. 335 - 26th of April 2022 ------------------------------------------------------------ WAKE-UP CALL Recently, the International Monetary Fund (IMF) further lowered its global GDP growth forecasts for 2022 and 2023. Under [...]
** International Communique No. 334 - 20th of April 2022 ------------------------------------------------------------ ECONOMIC GROWTH WEAKENED BY SOARING ENERGY PRICES The US stock market declined for another consecutive week as investors contemplated [...]
** International Communique No. 333 - 12th of April 2022 ------------------------------------------------------------ CONSTANT RISE IN TREASURY YIELDS The recent uptrend in US bond yields continued apace; particularly at the long end [...]
** International Communique No. 332 - 6th of April 2022 ------------------------------------------------------------ STAGFLATION COULD BE ON THE WAY Geopolitical unknowns are teaming up with persistent inflation to give rise to a [...]
