US JOB FIGURES DAMPEN HOPES Inflation data out of the US last week was slightly higher than expected, which further poured cold water on investor sentiment after a relatively encouraging [...]
US JOB FIGURES DAMPEN HOPES Equity markets started the final quarter of the year slightly on the up as encouraging macroeconomic data led to a sharp fallback in risk aversion. [...]
BACK TO SQUARE ONE The vicious trio of inflation, rising rates and recession has continued to dampen financial markets, which are having to come to terms with hawkish messages from [...]
International Communique No. 352 - 13th of September 2022 RISK-ON MOOD REAPPEARS Equity indices all ended up strongly on last week's close, with the three major US indices each putting [...]
MONETARY TIGHTENING POLICIES STILL HITTING MARKETS The markets last week continued the decline that began in the preceding week, in the wake of the Jackson Hole Symposium and the Fed [...]
FED POURS COLD WATER ON MARKETS The long-awaited Jackson Hole Symposium event recently spooked markets, which summarily handed back part of their summer gains just as the Fed shot down [...]
A MORE CIRCUMSPECT MARKET Last week marked the end of the uptrend that had held sway for several weeks. Blame top brass at the Fed, who spoke up to remind [...]
RENEWED OPTIMISM IN MARKETS US inflation figures were released recently, which triggered a bounce in financial markets – much to the relief of investors. The inflation print for July represented [...]
RECESSION OR NO RECESSION - THAT IS THE QUESTION The Fed’s recent rate hike – consisting of another 75 basis points – did not have a destabilising effect on financial [...]
INFLATION SEEMS TO HAVE PEAKED Inflation rates are peaking in all corners of the globe, having risen on the back of cheap money during the recent pandemic and surging energy [...]
