Global markets US equities managed to squeeze out further small gains last week despite the lift in Middle East tensions and oil prices, thanks to a fall back in bond yields on the back of more dovish Fed commentary. …

Global markets US equities managed to squeeze out small gains last week despite a further rise in bond yields, likely helped by a slump in oil prices and easing US wage inflation. Even the NASDAQ-100 bounced back 1.8%. Whether this is merely consolidation remains to be seen, …

Global markets Despite benign US inflation data, the ‘no landing’ correction in global equities continued last week, with the S&P 500 down a further 0.7% and US 10-year bond yields rising 0.13% to 4.57%. If there was any consolation, US stocks were at least somewhat less …

Global markets The ‘no-landing’ correction in global equities continued last week, with the S&P 500 down a chunky 2.9% and US 10-year bond yields rising another lazy 0.10% to 4.44%. The key catalyst, of course, was the Fed meeting. While the Fed kept rates on hold …

Global markets Global equities consolidated last week despite a slightly higher-than-expected US core CPI and a further gain in bond yields. The ongoing rise in oil prices is emerging as a new market concern, while US activity data remained firm. …

Global markets Global equities pulled back last week as bond yields edged higher, with markets reflecting concerns regarding overly strong US economic growth and the ongoing strength in oil prices. …

Global markets Continued ‘Goldilocks’ reports out of the United States helped support equity and bond markets again last week, with the S&P 500 rebounding for the second week in a row. US 10-year bond yields edged lower over the week to 4.18%, from an end-week high …

Global markets Soft economic data and a less threatening than feared Jackson Hole speech by Fed chair Jerome Powell allowed US bond yields to steady last week and stocks to recover somewhat. …

Global markets US stocks weakened for the third week in a row under pressure from rising US bond yields and concerns over the Chinese economic outlook. Strong US retail sales in July along with the market’s hawkish interpretation of the minutes of the Fed July policy …

Global markets US stocks continued their consolidation last week, after a strong run over previous weeks as the ‘soft landing’ scenario started to become the consensus call. Indeed, last week there was a sense that the good news now appeared largely priced in, with equities and …