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The World In A Week – Are The Cracks Starting To Show?
Possibly. Donald Trump’s opinion poll ratings slid below 40% last week, the first time since 2017 pushing the Democrats into the lead. This weakness makes Trump even more unpredictable than normal…
The World In A Week – Interim Update
The easing of lockdown measures in England was announced as expected, paving the way for a potential boost of the hospitality and tourism sectors, with pubs, restaurants and hotels among the…
The World In A Week – Seasons Of Change
Following on from last week’s opening of some non-essential businesses, it is likely that Boris Johnson will announce a relaxation of the 2-metre social distancing rule tomorrow. This should pave…
The World In A Week – Interim Update
It appears to be more of the same for this mid-week update. The predictable cycle of forward guidance regarding more economic stimuli, in order to combat the fear of unemployment numbers, and the…
The World In A Week – The Doors Are Opening
It has been 84 days since lockdown in the UK was announced in which we have seen a period of great change and an immediate shift to our lifestyles. We have seen just over a quarter of the UK‘s…
The World In A Week – Interim Update
Two important publications have been produced since our update on Monday. Firstly, we had the OECD’s (Organisation for Economic Co-operation and Development) Economic Outlook, which was predictably…
The World In A Week – The Sky’s The Limit
Risk assets enjoyed another strong week at Friday’s close, led by US equities. It is almost incomprehensible to think that the S&P 500 and the US dollar are almost back to the same levels seen at…
The World In A Week – Interim Update
They just keep on coming. The latest in stimulus packages, at a modest €130 billion, comes courtesy of Germany. This is for Germany rather than the Eurozone and was much larger than expected, with…
The World In A Week – Lockdown Wind-down
The last week saw a broad risk-on sentiment emerge, with global Equities as measured by MSCI ACWI return +2.1% in GBP Terms. This was driven by Japanese and European Equities, while US Equities…
The World In A Week – Interim Update
News flow is beginning to contain something other than easing of lockdowns and vaccines. Economies around the world are beginning to re-open, ahead of the schedules that were first announced back in…
The World In A Week – Crunch Time
Tensions are running high. The balance between keeping economies locked down in order to protect the health services, and the desire to loosen lockdown measures in order to lessen the long-term…
The World In A Week – Interim Update
It is happening again. President Donald Trump has been busy with his Twitter account this week and the focus of his attention is China. Trump’s increasingly critical comments of China could be a…
