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, …

Global markets Global equities continued their rebound last week, supported by market confidence in Trump’s choice for the new US Treasury Secretary. Easing Middle East tensions and encouraging Fed minutes were also market positives.  There was little in the way of major global economic data again last …

Global markets Global equities bounced back last week, helped by ongoing strength in the US economy and excitement around the ‘Trump trades’ in the wake of Donald Trump’s return to the US Presidency. There was little in the way of major global economic data last week, with …

Global markets Global equities fell back last week, likely reflecting post-US election profit taking and more cautious comments from Fed chair Jerome Powell. After a solid ‘Trump bounce’, some post-election equity profit taking last week should not be unexpected. That’s especially so as markets continue to get …

al markets Global equities bounced back strongly last week following Trump’s US Presidential victory and the Federal Reserve rate cut. Perhaps surprisingly, long-term bond yields eased over the week though the $US firmed. My ill-fated foray into political punditry last week met its deserved outcome, with Trump …

Global markets Global equities fell back further last week largely reflecting mixed earnings reports some some of America’s Mag-7 tech stars. Nervousness ahead of this week’s US Presidential election likely also played a role. Last week was big in terms of US tech earnings, with Microsoft, Apple …

Global markets Global equities edged back last week as higher bond yields and trepidation ahead of the US Presidential election caused at least a brief lull in the “soft-landing” celebratory party. There was little in the way of major global economic data last week, leaving markets some …

Global markets Global equities moved higher again last week largely reflecting ongoing good US earnings reports. Declining oil prices – due to weak Chinese demand and the continued absence of long-feared Middle East supply disruptions – also supported sentiment. There was little in the way of major …