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The World In A Week – Nine Lives
Another week where politics dominated the markets. It started with news that the US and China had reached a ‘phase one’ trade agreement, which boils down to being a truce. For the time being the US…
The World In A Week – Inching Towards A Deal
It was a rather lively week in financial markets, from the perspective of a UK-based investor. Sterling strengthened considerably against all major currencies, as markets anticipated a break-through…
The World In A Week – Elephant In The Room
Last week, ISM data was released, this is a measure of new orders, production, employment, supplier deliveries and inventories; in essence, a measure of productivity. The key number to be cognisant…
The World In A Week – Getting Our Priorities Straight
The UK Supreme Court ruled that the prorogation of Parliament by Boris Johnson was unlawful, which resulted in a swift restarting of Parliament last week. It would appear the battling forces within…
The World In A Week – Judgement Day
Geopolitical tensions escalated last week following the attack on Saudi Arabia’s oil production facilities. It has been estimated that the attack destroyed c.50% of Saudi production, although there…
The World In A Week – Beneath The Surface
On the surface, last week appeared quite sedate in markets as global equities, measured by MSCI ACWI rose +0.16% in GBP terms. This was led by UK and Japanese Equities, while the US markets sold off…
The World In A Week – Back To School
While the country waved the next generation off to start a new school year, the same old issues still loitered in the global playground. The tedious game of moans between the US and China continues…
The World In A Week – Prorogue
You may think that the title of this week’s ‘World in a Week’ relates to the protagonist of a play, disappointingly this is not the case. Prorogue is the technical terminology for the discontinuation…
The World In A Week – The G7, and other Sticky Wickets
Market volatility continued for the week ending 23rd August 2019, with global equities down -1.6% in GBP terms as measured by MSCI ACWI – this was primarily driven by ongoing concerns regarding the…
The World In A Week – Rebel Without A Cause
The US and China are both playing hardball, with neither wishing to lose face, but so far, there is no winning, only losing. On a topic that we have written extensively about in the past, trade wars…
The World In A Week – Thucydides’ Trap
Last week we wrote about the deterioration in outlook and this week we write about the actual fallout. We saw safe havens rallying as fears of a recession increased markedly; gold hit a six-year…
