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 [...]
International Communique No. 299 - 6th July 2021 GRAVITY, WHERE ARE YOU? According to NASA, one of the main dangers involved in space travel is the lack of gravity, which [...]
International Communique No. 298 - 29th July 2021 NO STRESS Equity indices have soared to new records. In the US, stocks were kept at a high level last week by [...]
International Communique No. 297 - 22nd June 2021 CHANGE IN TONE The main event last week was the less dovish message from the Fed, which is now considering raising rates [...]
International Communique No. 296 - 15th June 2021 ------------------------------------------------------------ 'INFLATION WILL BE TEMPORARY,' SO THE STORY GOES Globally, growth is accelerating in most advanced economies. Vaccination drives have permitted some [...]
International Communique No. 295 - 8th June 2021 ------------------------------------------------------------ SPECTRE OF INFLATION WANING Equity markets gained ground last week, particularly in Europe, on the back of better macroeconomic data across [...]
