Week in review Global equities retreated further last week and bond yields rose as the very hawkish speech by Fed chair Powell from the previous Friday continued to cast a long shadow. Most Fed speakers continued to talk of the need to raise rates aggressively to …

Week in review As expected, the market highlight last week was the all-important Jackson Hole speech by Fed Chair Jerome Powell. And he did not disappoint! His speech was short and focused lest there be any further market misinterpretation of his thinking. In essence the Fed is …

Market update: week in review After recent solid gains, global stocks suffered a modest setback last week as the combination of increasingly weak US economic data and resolute hawkish commentary from Fed officials started to unnerve investor sentiment. As evident in the chart below, a range of …

Week in review By far the global highlight last week was the softer than expected US July consumer price index report, with both headline and core inflation lower than market expectations. In turn this helped extend the rally in stocks and bonds that we’ve been enjoying …

Week in review It was a mixed week for global markets, with investors still unsure whether to laugh or cry about the fact the US is not yet in recession. After some early fleeting geo-political concerns surrounding US House speaker Pelosi’s visit to Taiwan, US stocks …

Week in review Global equities saw fit to look on the bright side again last week, rallying in the face of weakening US economic data and another jumbo-sized 0.75% Fed hike. Indeed, the US tipped into a technical recession last week with a second successive negative …

Week in review It was a topsy-turvy week for global equities, with investors still unsure whether to laugh or cry in the face of mixed earnings reports and weakening economic data. In terms of major global markets, equities are still trying to stage a recovery, taking …

Week in review Global equities finished only modestly down over the past week, with investors taking solace in encouraging news wherever it could be found. Stocks weakened early in the week out of fear of a very hot US CPI report – and those fears were …

Week in Review If ever one wanted confirmation that Wall Street is not priced for recession, last week was it. In a curious twist, equities saw fit to rally mid-week on better than expected surveys of the US manufacturing and services sector, even though this …

Week in review Global stocks weakened last week as the previous week’s hope of a soft landing morphed into fears of a hard landing, especially given a plunge in US consumer expectations and a weak ISM manufacturing report. Note, moreover, Wall Street weakened despite a slightly …