International Communique No. 325 - 15th of February 2022 ------------------------------------------------------------ HEADWINDS The main equity indices made a rough landing following shock high-inflation data for January out of the US. This [...]
International Communique No. 324 - 8th of February 2022 ------------------------------------------------------------ SAME ASSET, TWO DIFFERENT STORIES The two sides of global equity markets had been in full show. In Europe, stocks [...]
International Communique No. 323 - 1st of February 2022 ------------------------------------------------------------ MARKETS FLUCTUATING WILDLY The Fed’s announcement of impending rate rises and a variable batch of corporate earnings triggered a turbulent [...]
International Communique No. 322 - 25th of January 2022 ------------------------------------------------------------ TURBULENT START TO THE YEAR After the thundering year of 2021, equity markets have started 2022 on a different footing. [...]
International Communique No. 321 - 18th of January 2022 ------------------------------------------------------------ EQUITIES STAGE CORRECTION Fears of faster rate hikes, potential upsets from earnings season and the spreading Omicron variant drove down [...]
International Communique No. 320 - 11th of January 2022 ------------------------------------------------------------ FED TURNS UP THE HEAT The release of Fed minutes from its last policy meeting of 2021 garnered the main [...]
International Communique No. 319 - 21st December 2021 ------------------------------------------------------------ CENTRAL BANKS BACK IN THE SPOTLIGHT The central banks held their final policy meetings for the year. The Fed responded to [...]
International Communique No. 317 - 7th December 2021 ------------------------------------------------------------ TORN BETWEEN HOPES AND FEARS Leading equity indices wobbled last week, unnerved by rising inflation and fears linked to the new [...]
International Communique No. 316 - 30thNovember 2021 ------------------------------------------------------------ O-MICRON COULD BECOME O-MEGA Market sentiment had already been dampened by the worsening pandemic in Europe and was likely to drive volatility [...]
International Communique No. 315 - 23rd November 2021 ------------------------------------------------------------ NORMALISATION IN SIGHT FOR MONETARY POLICY This time last year the world was pondering how pandemic-related lockdowns would impact financial markets. [...]
