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The World In A Week – Not Plain Sailing
September 14, 2020
Brexit tensions have managed to hit the headlines once again. It was inevitable that the devil would be in the detail and a particular article within the Brexit deal could leave the UK vulnerable.…
The World In A Week – Big Tech Bubble
September 7, 2020
US stocks fell sharply last Thursday and Friday with the high-flying technology stocks experiencing the biggest contractions. Shares for Apple, Facebook and Amazon fell by more than 6%, Alphabet and…
The World In A Week – When You’re in a Jackson Hole… Stop Digging
September 1, 2020
Last week was broadly speaking a risk-on environment, as Equity market valuations pushed ever-higher in their dramatic rebound from the lows experienced in April. The MSCI All Country World Index…
The World In A Week – Summer Lull
August 24, 2020
Equity markets were buoyant last week, led by the US which hit yet another new high returning to pre-crisis levels; the only exception was the FTSE All-Share which continues to struggle and remains…
The World In A Week – Record Breakers
August 17, 2020
There was a big focus on data for the UK last week, with unemployment and growth numbers being published. The UK unemployment rate for June was reported at 3.9%. This may prove to be artificially…
The World In A Week – M&A Is The Way
August 10, 2020
Mergers and acquisitions activity saw a significant resurgence since the pandemic halted the economy back in March. The ability to complete transactions on a non face-to-face basis has not proved to…
The World In A Week – Declining Dollar Dominance?
August 3, 2020
As we write this piece on the first working day of August, we thought we would take the opportunity to reflect on the month of July. Broadly speaking it was a mixed month, High Yield bonds posted…
The World In A Week – Interim Update
July 30, 2020
The Federal Reserve concluded its two-day meeting and confirmed, as we fully expected, that the rehabilitation of the US economy will depend largely on the course of the COVID-19 virus. The ongoing…
The World In A Week – The Pain In Spain
July 27, 2020
The week started buoyantly with markets in a risk-on mood following positive news about vaccine trials and governments ordering doses of the vaccine in their tens of millions. However, this positive…