International Communique No.247 – DON’T FIGHT THE FED
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 [...]
International Communique No.246 – QUO VADIS?
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 [...]
International Communique No.245 – US AND CHINA RESUME THEIR TUG OF WAR
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 [...]
International Communique No.244 – MARKETS UNDAUNTED BY RECORD JOB ATTRITION IN THE US
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 [...]
International Communique No.243 – US-CHINA TRADE TENSIONS MAKE A COMEBACK
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 [...]
International Communique No.241 – BUSINESS AS USUAL? MORE A QUESTION OF ‘DATA’ THAN ‘DATE’
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 [...]
Giles Wade Update – Discussion on present market and economic conditions.
------------------------------------------------------------ *|ARCHIVE|* ** GILES WADE UPDATE - 17 MARCH 2020 ------------------------------------------------------------ COMMENTARY ON QUANTITATIVE EASING WITHIN MARKET CONDITIONS We hope this update finds you well. Please take a moment to [...]
International Communique No.234 – FOCUS ON FIRST-QUARTER RESULTS
FOCUS ON FIRST-QUARTER RESULTS Latest figures seem to suggest that the growth rate of new Covid-19 cases is flattening, while news of governments preparing exit strategies from the lockdown is [...]
International Communique No.239 – MARKETS STEADYING?
MARKETS STEADYING? The data are pointing to a massive hit to economies following the shuttering of many businesses. Corporate earnings estimates have been slashed and companies are not bothering with [...]
International Communique No.238 – MARKETS BLOWING HOT AND COLD
MARKETS BLOWING HOT AND COLD Financial markets are facing an unprecedented crisis and who knows how it will turn out. This is leading to violent price swings across all asset [...]