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The World In A Week – The BoE threads the needle
June 26, 2023
Written by Cormac Nevin. The Monetary Policy Committee of the Bank of England (BoE) met last week at Threadneedle Street and decided to raise the Bank Rate by 0.5%, from 4.5% to 5.0%. This was most…
The World In A Week – Enjoy the silence
June 19, 2023
Written by Shane Balkham. Another week was dominated by central bank meetings, interest rate decisions, and inflation forecasts. The underlying commentary remains unerringly similar, and it would…
The World In A Week – Calm before the storm
June 12, 2023
Written by Chris Ayton. Global equity markets trod water last week, with the MSCI All Country World Index ending the week down -0.2% in Sterling terms. MSCI Europe ex-UK fell -1.1%, with the FTSE…
The World In A Week – The trillion dollar question?
June 5, 2023
Written by Millan Chauhan. Previously, there were four other US stocks with a market cap greater than $1 trillion which included Alphabet (Google), Microsoft, Amazon.com, and Apple. NVIDIA has now…
The World In A Week – The narrowing leadership in US stocks
May 30, 2023
Written by Ilaria Massei. Last Friday, we saw US stocks hit a nine-month high thanks to encouraging talks on debt ceiling and tech sector gains. The NASDAQ 100 rose 4.5% last week in GBP terms,…
The World In A Week – Buffett bets big in Japan
May 22, 2023
Written by Cormac Nevin. Markets rallied last week as data releases such as strong housing statistics in the US allayed fears of an economic hard landing driven by the interest rate increases we…
The World In A Week – Record breakers
May 15, 2023
Written by Chris Ayton. As expected, the Bank of England (BoE) hiked interest rates by 0.25% to 4.5% last week, in the process warning that inflation will not fall as fast as expected over the next…
UK avoids recession with 0.1% growth in Q1
May 12, 2023
GDP fell by 0.3% in March, lower than the 0.0% expected, setting the economy up for a more subdued Q2.
The World In A Week – A hike in May and go away
May 9, 2023
Written by Shane Balkham. The world of investing has a plethora of adages by which to invest. All of which are based on shaky assumptions, but can also resonate with investors as they seem to have…
The World In A Week – Banking on a bailout
May 2, 2023
Written by Millan Chauhan. Last week, we saw the third US bank seized by regulators since March with First Republic Bank being the latest casualty of higher interest rates and tighter monetary…
The World In A Week – Encouraging signs?
April 24, 2023
Written by Ilaria Massei. Last week, equity markets ended mixed with the MSCI All Country World Index +0.1% (in GBP terms), following a week with a relatively light economic calendar. In the US, the…
The World In A Week – Biden and the UK economy both revisit old ground
April 17, 2023
Written by Chris Ayton. While President Joe Biden enjoyed himself revisiting his heritage in Ireland, equity markets were also in a good mood with the MSCI All Country World Index +1.2% over the…