Global markets It’s good to be back! Global equities enjoyed a bounce higher last week thanks to a lower-than-expected US inflation result and encouraging news on the Trump ‘trade wars’ front. 2025 has started somewhat cautiously, with resilient US economic growth and persistent inflation leading to a …

Global markets Global equities fell for the second week in a row following the ‘hawkish cut’ by the US Federal Reserve. As alluded to last week, the major global highlight of the past week was the Fed meeting. Although the Fed cut rates by 0.25% as widely …

Global markets Global equities eased back last week after three weekly gains – likely reflecting buyer exhaustion, higher bond yields, and caution ahead of the US CPI result and upcoming Fed meeting. There were few major global market movers last week, with the US November CPI inflation …

Global markets Global equities continued their rebound last week, supported by encouraging comments from Fed chair Jerome Powell and a Goldilocks US employment report. In key commentary last week, Fed chair Powell conceded the US economy was stronger than the Fed thought when it first cut rates in September, …