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Nvidia versus the Fed
24 May 2024Following the strong upwards surge in stocks and bonds at the beginning of May, capital markets have recently moderated and were mostly flat, to slightly down, overall this week. Britons were preoccupied with Rishi Sunak’s surprise...
Pluses and minuses
17 May 2024It was a decent week for investors, with global stocks up around 1% from last Friday. British and European equities finished virtually flat, with the US and China slightly up. The gain for US stocks was not outsized, but it was...
A blooming May for the UK
10 May 2024Stocks and bonds had a good week again, revelling in the after-effects of last week’s US Federal Reserve meeting and signals of a tepid US jobs market in the April employment report. Hong Kong stocks did particularly well, after...
Still sticking to the plan
3 May 2024Equity and bond markets have had a reasonably good week, with policy makers helping to calm nerves. Geopolitical concerns retreated further; the US and Saudi Arabia are close to a bilateral agreement which may well include the...
Inflation, a common side effect of growth
26 April 2024Intraday equity market volatility is back, as this roller coaster week showed. Still, we yet again seem to be ending flattish after a busy end to the week. ...
Market quiet on the Middle Eastern front
19 April 2024The Middle East is dominating world news again, as the awful moment has come when Israel and Iran have engaged in open and direct conflict, albeit at great distance. That the warfare is across considerable distances makes it different...