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The World In A Week – Freedom Day – the drive to move forward
The earnings season is finally upon us, and with it came a rise in volatility. The Vix Index, a measure of market volatility, crossed above 18, still relatively low levels in historic terms, but an…
The World In A Week – It’s the Hope (and maybe the Earnings Expectations?) that Kills You
While the European Football Champions have now been comprehensively determined, albeit not in England’s favour, we had another week of seemingly placid market returns as they remain decidedly…
The World In A Week – US Dependence Day
Last week the US market closed at all-time highs and this could not have come at a better time, heading into the 4th of July weekend marking the 245th Independence Day. Last Friday saw US Payroll…
The World In A Week – Building Bridges
Although considerably paired down from President Biden’s initial spending plan of $2.3 trillion, a proposed infrastructure deal of $579 billion was agreed with senators. It will focus on improving…
The World In A Week – It’s the Hope that Kills You!
Last week was a tough week for equity markets, the S&P 500 Index in the US fell -1.9% while the FTSE 100 in the UK fell -1.6%. All of this stemmed from a change of tone from the Federal Reserve,…
The World In A Week – Inflation Narratives & Deflated Expectations
Last week was broadly positive for markets, as the MSCI All Country World Index (ACWI) of global stocks rallied +1.8% in GBP terms. It was a mixed bag beneath the surface, with European Equities and…
The World In A Week – Tax becomes less taxing
The Organisation for Economic Co-operation and Development (OECD) published its latest economic outlook last week. There were no hidden surprises in the 221 pages, whose narrative echoed that the…
