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The World In A Week – You have paused your hiking cycle; do you wish to continue?
September 25, 2023
Written by Millan Chauhan The UK Consumer Price Index (CPI) slowed to 6.7% in the twelve-months to August 2023, with this inflation print below market expectations of 7.0%. The encouraging signs of…
The World In A Week – Bank of England Headache
September 18, 2023
Written by Chris Ayton. It was a positive week for global equity markets with the MSCI All Country World Index rising +1.3% in Sterling terms. Global bonds collectively declined with the Bloomberg…
UK economy contracts by 0.5% in July as storms and strikes take their toll
September 13, 2023
The latest ONS stats reveal that the UK economy contracts by 0.5% in July as storms and strikes take their toll. Derrick Dunne commented: “The UK experienced a sharp 0.5% drop in GDP for July, driven…
Sustained pay inflation makes another rate hike ‘almost inevitable’, experts say
September 12, 2023
The latest ONS figures show wage growth has caught up with inflation. Derrick Dunne commented: "This is bad news for the Bank of England. For our part, we hope concerns around the UK economy’s…
The World In A Week – Continental Slowdown
September 11, 2023
Written by Cormac Nevin. Markets were flat last week, with the MSCI All Country World Index of global equities down -0.3% in GBP terms. What was notable was the continued underperformance of…
The World In A Week – The US Labour Market Enters The Fall
September 4, 2023
Written by Cormac Nevin While August has been a moderately negative month for markets, we saw a widespread rally last week. This was led by Japanese Equities, as well as growth-biased and small cap…
The World In A Week – Fly Me To The Moon
August 29, 2023
Written by Shane Balkham Last week was naturally focused on the opening speeches at the Jackson Hole symposium, an annual gathering of policymakers from around the world, to discuss topical financial…
The World In A Week – Nothing to See Here
August 21, 2023
Written by Chris Ayton It was a tough week for global equity markets with the MSCI All Country World Index -2.7% in Sterling terms. Bonds also declined with the Bloomberg Global Aggregate Index -0.3%…
‘Light at the end of the tunnel’ as inflation falls again
August 17, 2023
The fall in inflation in July has offered some respite from the cost-of-living crisis, but experts have warned we are not out of the woods yet.
ONS record growth in wages shows UK ‘in a state of flux’ – reaction from finance and other experts
August 15, 2023
This morning’s announcement from the ONS that wages in the UK grew at a record rate in Q2 with regular wages growing by 7.8%, the highest since records began back in 2001.
The World In A Week – Summer Prints
August 14, 2023
Written by Millan Chauhan. Last week, we saw the release of US inflation data where the US Consumer Price Index reached 3.2% on a year-over-year basis as of July 2023 which was below expectations of…
The World In A Week – A mix of opportunities and challenges
August 7, 2023
Written by Ilaria Massei Fitch Ratings downgraded the credit rating of US government debt from AAA to AA+, citing governance and fiscal challenges. The news encouraged some investors to take profits…