As we wrap up another week in the financial markets, it’s apparent that equities have maintained a relatively flat trajectory, punctuated by some notable daily fluctuations. While the overall tone in the markets may seem stable, the underlying economic indicators and central bank sentiments…
In the world of global markets, the tides of economic performance are showing signs of change, sparking shifts in the outlook for yields and the ripple effects on risk assets. ROBUST ECONOMIC PERFORMANCE IN THE US The economic landscape in the United States remains…
The US employment data release indicated a strong jobs market, providing further reassurance to investors about the health of the US economy. On the other side of the Atlantic, the Bank of England decided to increase its base rate by 25bp to 5.25% in…
Two weeks ago, the US inflation numbers provided some relief as they came in better than expected. However, last week, it was Europe and Japan that sprung surprises. European inflation remains stubbornly high, with both headline and core inflation at 5.5%. This uncertainty around…
Last week was truly eventful, with significant changes in the global financial markets. Fixed income markets experienced a notable shift as yields crossed the 4% threshold in the long end. Initially, we witnessed a bear flattening followed by a bear steepening. The catalyst for…
The economic data released in the US last week indicated a strong and robust economy. Durable goods orders, new home sales, GDP, and weekly unemployment claims all showed positive signs, suggesting that the economy is progressing at a brisk pace. Across the Atlantic, inflation…
