Category: Investment Outlook
Dollar strength and divergence caps a dull week for investors
19 November 2021Despite the negative news flow, be it COVID or politics, UK consumers are proving their resilience once again with both October retail demand and domestic consumer sentiment pointing up. Perhaps the buoyant jobs market is encouraging...
New COVID variant flattens ‘Black Friday’ feeling
19 November 2021It’s been a Thanksgiving week of mixed news. The European COVID case surge was surpassed in negative impact by the fears of a new variant emanating from South Africa. US markets hit new highs just before the holiday, but Black...
Central banks struggle with messaging
12 November 2021Following five weeks of global equity markets inching higher every week, risk asset markets slowed even though, for once, economic data was actually offering reasons to believe that the worst of supply chain constraints may be...
No tantrum over this taper
5 November 2021October’s positivity across global stock markets spilled over into the first week of November. That is with the exception of China, which appears to be increasingly isolating itself from the rest of the world. Not only was its...
Bond markets give central bankers a telling off
29 October 2021Capital markets enjoyed another good week, although with one notable difference – this time bond investors were allowed to join in. Just as energy prices started stabilising, corporate earnings results proved less supportive...
Confused or determined central bankers?
22 October 2021Capital markets continued over the week to recover just as gradually from the September/early October downdraft as they declined then. Many commentators put it down to the continued strong Q3 corporate earnings announcements,...
Have we passed the peak of supply disruption?
15 October 2021Last week we noted that October had picked up for investors where September had left off, namely equities slowly climbing down from the heights gained over the summer. As petrol availability returned even to London’s suburbs...
Economy hits an air pocket
8 October 2021October has carried on where September left off, with quite a bit of daily up and down for markets, but with a slight downwards trend. We deliver our end-of-month review of September in this week’s second article. For UK readers,...
Rising yields are back
1 October 2021The energy bottlenecks we wrote about last week became rather more personal for the large proportion of the UK population that are motorists. In fairness, the UK’s petrol station forecourt crisis has little to do with rising...
Wall of worry time
24 September 2021The UK received worrying economic news on multiple fronts this week, with several utility companies going under and the prospect of steep rises in winter heating costs, petrol stations running out of fuel, gaps on supermarket...