Latest news.
Core inflation slowdown equals an upbeat week for equity markets
15 July 2023We wrote at the end of last week that markets had come to expect another round of significant interest rate rises from central banks, and that risk assets such as equities were likely to come under some pressure. At the end of...
Markets sour on news of resilient economy
7 July 2023Last week we commented how the second quarter’s positive stock market returns were driven by a somewhat surprising improvement in investor sentiment. It’s surprising for several reasons. At the end of March fear was uppermost...
A Swiss-Army Knife To Cut Carbon Emissions?
29 June 2023The hydrogen economy has emerged as a promising solution to address the challenges of climate change, energy security, and the transition to a sustainable energy future. Hydrogen’s versatility means it is often referred to as...
Market conundrum amid volatile growth
23 June 2023This week saw equity markets move higher yet, despite central bank hawkishness. We had another 0.25% rate rise from the European Central Bank (ECB) and, although the US Federal Open markets Committee (FOMC) left rates unchanged,...
Immaculate disinflation sentiment cheers investors
9 June 2023Another positive week in global stock markets, which seems unremarkable given it has been fairly good since the beginning of May. However, looking more closely – as we do – two market dynamics tell us more market participants...
Markets take good news in their stride
2 June 2023Last week we noted how the absence of specifically good news meant markets reacted more negatively than expected to the relatively low probability of a US debt default. We pointed out that the more notable event of the week had...