STRONGER THAN EXPECTED US JOB FIGURES A busy period lies ahead as earnings season kicks off and June inflation figures for the US are released. These publications will act as [...]
NEAR CERTAIN RECESSION ALREADY PRICED IN Is the market starting to think ahead to a post-crisis period? Last week was constructive for equity markets, which gained between 2% and 6%, [...]
We are pleased to announce that Giles Wade and accounting firm McGregor West have agreed to an alliance to strengthen our tax and compliance services. This takes effect from 1 [...]
RATE HIKES ALL THE RAGE! Last week ended on a negative note following a spate of rate rises by central banks, primarily in the US, UK and Switzerland. The prospect [...]
TURBULENT END TO THE WEEK IN MARKETS Christine Lagarde’s comments on European Central Bank (ECB) monetary policy were major news for investors recently. Although rates are left unchanged at this [...]
FED POSSIBLY MORE HAWKISH Recently global marketplaces gave up some of the previous gains as stronger-than-expected job numbers in the US rekindled fears of tighter monetary conditions from the Fed [...]
International Communique No. 340 - 31st of May 2022 ------------------------------------------------------------ RECOVERY WEEK FOR EQUITIES & FIXED INCOME Recently bond markets in particular perked up as long-dated yields (10 years) ebbed [...]
International Communique No. 339 - 24th of May 2022 ------------------------------------------------------------ NAVIGATING THE TURBULENT TIMES The markets have been full of turmoil recently – dominated by inflation, rate hikes and recessionary [...]
HOW FAR WILL THE FED RAISE ITS BENCHMARK RATE? The market expects Fed Funds to stand at 2.75% in December, up from 1% recently, and 2.86% by December 2023. Is [...]
RATE HIKES GALORE! Equity indices ended deeply in the red following the euphoria stemming from the Fed meeting, which thankfully did not spring any major surprises. But inflation and rate-related [...]
