Global markets Disappointing earnings reports from two big tech companies – Tesla and Alphabet – contributed to a further pull back in global stocks last week, despite another benign US inflation report. …

Global markets Disappointing earnings reports from two big tech companies – Tesla and Alphabet – contributed to a further pull back in global stocks last week, despite another benign US inflation report. …

Global markets Fears related to potential bans on US tech exports to China hurt global stocks last week, especially the US large-cap market darlings. As was the case the previous week, relative weakness in US large-cap technology stocks contributed to the ‘great rotation’ theme – from growth …

Global markets Global equities continued to grind higher last week, helped by a softer than expected US CPI report and dovish comments from Fed chair Jerome Powell. The Goldilocks soft landing scenario is continuing to play out, which is supportive of both bond and equity markets. Ahead …

Global markets – week in review US stocks bounced back last week and bond yields eased as soft economic data supported the idea of rate cuts this year. With regard to US economic activity, markets are still in a “bad news is good news” mode. The early …

Global markets – week in review US stocks edged back last week despite a reassuringly benign US inflation report. Buyer exhaustion and concern over the impending French elections likely held back stocks. Overall global stocks edged higher, helped by solid gains in Japan. The major global highlight …

Global markets – week in review Global stocks inched further ahead last week as soft US retail spending supported hopes for eventual US rate cuts. There was limited key global data last week, with the highlight being US retail spending which surprised on the soft side. Headline spending rose …

Global markets – week in review Global stocks continued to rally last week – leaving April’s mini-pullback well behind – on the back of a lower-than-expected US CPI and the prospect of eventual US rate cuts. As alluded to above, the two key global highlights last week …

Global markets – week in review Global stocks bounced back last week after a 2-week mini-consolidation – reflecting rates cuts in Europe and Canada along with some softer-than-expected US data that raised hopes the Fed would also cut rates later this year. Overnight, the S&P 500 …

Global markets – week in review lobal stocks eased back for the 2nd week in a row, with a series of poorly received US bond auctions helping to push up bond yields and push down equity values. Probably the main highlight last week was several US bond …