Market In Review 21/2023

With all this in play, it is a difficult balance for investors. The idea of stocks rising for sustained period seems unlikely
Market In Review 16/2023

With the FOMC almost two weeks away, soon the Fed members will be in communication lockdown so expect a few more talking heads prior to radio silence.
Market In Review 11/2023

Things are starting to get messy! Two US banks folded this week, one of them being the 2nd largest collapse in US history.
Market In Review 09/2023

As inflation weakened throughout the last half of 2022 everyone was talking about and positioning for a Fed “pivot”. That narrative is now dead
Market In Review

US inflation this week came out higher than expected across Core and pipeline inflation numbers along with retail spending.
Market In Review 38/2022

US Inflation caught the market out, well the stock traders anyway. We knew better than to be buying into the idea that the Fed will pivot or that inflation has gone away.
Market In Review 33/2022

US inflation numbers last week showed that it may have peaked with both CPI and PPI coming in weaker than expected.
Market In Review 28/2022

A busy schedule in the week ahead should provide some directional trading and volatility. Last week finished with the USA job numbers coming in hotter than expected, adding 372K over an expected 260K.
Market In Review 24/2022

The USA CPI print was higher than expected and the 14th consecutive rise. The print came in at 1% putting the annual figure up to 8.6%.
Market in Review 21/2022

Well last week was a bloodbath across most asset classes. US Stocks tanked into bear market territory, albeit the S&P500 closed a few ticks above the official level. The Nasdaq and Dow were terrible. Even bond yields retraced last week as did the US dollar, which has been strong for weeks.