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As recession talk subsides, inflation pressures increase
27 May 2022As we head towards the final days of May, markets appear to be calming down. Stock markets are heading for a positive week and credit spreads – the proverbial canary in the coalmine ahead of recessions – have come down sharply....
Talking recession to fight inflation
20 May 2022It has been another rocky ride week for capital markets, with inflation talk increasingly turning into chatter of an ‘inevitable’ recession, prompting the most recent cohort of DIY retail investors to throw in the towel. However,...
Bear market fear as another tech bubble deflates
13 May 2022To some investors it will seem the old investor adage of ‘Sell in May and go away’ has once again proven correct, especially when the US S&P500 fell within touching distance of that bear market threshold of -20% this week....
Market noise is almost deafening
6 May 2022The last week of April was like being on a roller coaster. We had rather hoped that the ride was almost over, but in fact it’s only been getting wilder. ...
Range bound markets – despite the drama
29 April 2022Equity markets have been range-bound through the past few weeks, but it does not feel like it. Volatility is at its highest since the nasty period in March 2020, which always raises our perceptions of potential downside. But the...
Finely balanced
22 April 2022Easter week has been a bit mixed for investors – and this was not caused by fears that populist Marine Le Pen closing the gap to incumbent French president Emmanuel Macron may herald another major political upset in the 2nd...