Global markets Global equities retreated further last week due to ongoing US tariff concerns and additional evidence of negative effects on the US economy. Last week’s major global highlight was US President Donald Trump’s ongoing on-again/off-again tariff threats. By the end of the week, the US seemed …

Global markets Global equities retreated last week under a barrage of further announcements by US President Trump as well as early signs that his actions may be starting to negatively affect the economy. There was little in the way of major US economic data last week, leaving …

Global markets Global equities ended the week stronger despite a higher-than-expected US inflation report and also thanks to a delay in planned US tariffs and hopes around proposed Russia-Ukraine peace talks.  The underlying resilience of global equities was on display last week as markets shrugged off a …

Global markets Global equities softened further last week reflecting lingering concerns over US tariffs and inflation.   Global equities enjoyed a modest relief rally early last week as US President Trump delayed his proposed 25% tariff on Mexican and Canadian imports – following promises by both countries that …

Global markets Global equities pulled back last week reflecting lingering concerns over the AI outlook, but also Friday’s announcement that the US would impose new tariffs on key trading partners.  Global equities are facing an onslaught of challenges at present. First came sticky US inflation and news …

Global markets Updated for last night’s close, US stocks were up modestly over the past week helped by relief on the trade-war front. However, US stocks fell on Friday and more so overnight due to a major new threat to the prevailing AI narrative.  2025 has started …

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, …