NO HALLOWEEN FRIGHT FOR EQUITY INVESTORS After faring badly in the early part of October, markets are reflecting a higher propensity towards risk-taking. The most widely followed stock indices rose [...]
INVESTORS REACTING CALMLY TO NEWS Risk assets were bid upwards last week following an easing in geopolitical stress. A ‘hard Brexit’ now seems less likely, and the UK will be [...]
BREXIT SAGA DRAGS ON Brexit has continued to hog the headlines since the UK prime minister and the EU came up with a new withdrawal deal, which incidentally has sent [...]
September 2019 represented a significant milestone for Giles Wade – it was our eighth year in business. There have been so many changes over the past eight years – regulatory [...]
At the moment, it looks as if equity markets are disconnected from economic fundamentals, that is, the near-universal slowdown in growth and the downward revisions in corporate earnings estimates. Despite [...]
The quarter-point reduction in the Fed Funds’ range to 1.75-2.00% had been widely expected. Instead, investors focused on the guidance by the central bank on future policy moves. Their hopes [...]
The large-scale air strike against two oil refineries belonging to Saudi Aramco is a thorny issue for the Trump administration and bad news for the global economy. The output shortfall [...]
Markets are trending upwards and situated not far from all-time highs, fuelled by the prospect of renewed trade talks between the US and China starting in early October. Meanwhile China’s [...]
