After a strong start to the year – with seemingly little to worry about – global stocks suffered a set back last week as the impact of the coronavirus began to take its toll. While most commentators, myself included, suspect the virus will be …

Two major market concerns appear to have been resolved over the past week, with US President Trump concluding his “phase 1” deal with China and the UK Conservatives romping to victory and making certain the UK’s “soft exit” from the EU. That said, with …

Global equities got off to a poor start last week thanks to Trump’s decision to impose tariffs on (small fry) Brazil and Argentina, a weaker than expected US manufacturing survey and – most critically of all – reports that Trump was relaxed about not …

Wall Street hit new record highs last week with investors remaining ever hopeful of a trade deal. On that score, the latest titbit of information was China’s pledge to tighten protections for intellectual property. That said, we’re still in a waiting game – …

Mixed signals with respect to progress in US-China trade talks saw global equities and bond yields ease back last week. Otherwise there was relatively little to focus on, apart from the fact the Markit US service and manufacturing indices were a bit better …

Global markets are currently enjoying a “no news is good news period” – ever hopeful that a US-China trade deal will get done, and no news to the contrary is encouraging as it suggests both parties are still at least talking. What we don’t want is …

Global equities continued to rally last week, buoyed by ongoing hopes that the US and China will eventually conclude a trade deal – despite some uncertainty over whether existing tariffs will be rolled back or not.  Despite his bluster that “China wants a trade deal …

It was yet another positive week for global stocks, with the S&P 500 reaching new record highs. Ongoing optimism with regard to US-China trade talks, a good US earnings reporting season, and signs of stabilisation in global manufacturing were all contributing factors. Even …

Global stocks rose for the third week in a row, reflecting another (so far) better than feared US earnings season, tentative signs of stabilisation in global manufacturing and “no news is good news” progress in US-China trade talks. As regards the Q3 US earnings reporting season, …

Global equities ground higher again last week reflecting ongoing hopes with regard to US-China trade discussions, encouraging US earnings reports, and a new UK-EU Brexit deal. The S&P 500 is only 1.3% away from a new record high! Both the US and China are now focused …