International Communique No. 371 – MARKETS IN WAITING MODE
MARKETS IN WAITING MODE Investors have started the week digesting Good Friday’s employment data. The main attractions this week will be inflation data out of the US and the first [...]
MARKETS IN WAITING MODE Investors have started the week digesting Good Friday’s employment data. The main attractions this week will be inflation data out of the US and the first [...]
SLOWDOWN IN INFLATION RECORDED A broad-based slowdown in inflation, combined with easing fears of a banking crisis in the US and further signs of a bounce in the Chinese economy, [...]
UNDER THE WATCHFUL EYE OF CENTRAL BANKS Equity markets pulled back from the brink last week, supported by decisive action from central banks that remain committed to taming inflation but [...]
CONFIDENCE PLUMMETS AMID INSTABILITY Equity markets performed disparately last week following concerns over the shuttering of two US regional banks and the crisis of confidence hitting Credit Suisse. US indices [...]
RISK AVERSION RISES Markets corrected last week following the Fed chair’s outlook on inflation and the possibility of tightening further if necessary. The collapse of SVB Bank, which amongst other [...]
EQUITY MARKETS BOUNCE BACK Equity markets rallied last week, driven by solid economic data from China and accommodating remarks from Fed officials. Bond yields rose slightly, with the US 10-year [...]
SUPPLY BOTTLENECKS EASING Markets consolidated last week as macroeconomic data out of the US showed that the spectre of inflation was still lurking in the background. Bond yields continued edging [...]
INFLATION FIGURES CONFUSE THE MARKET Equity markets reacted last week to stubborn inflation figures and the continued mixed showing from corporate earnings releases. Bond yields rose on the back of [...]
INVESTORS PRICE IN ONSET OF DISINFLATION Over the past week, investors have been dancing to the tune of various speeches by US central bankers who have reiterated that the fight [...]
RATE HIKES IN LINE WITH EXPECTATIONS Equity markets continued to rally as rate hikes were announced in line with expectations and comments were made that the process would soon slow [...]