This week saw equity markets continue to move higher. The broad case remains that monetary stimulus and fiscal stimulus support will keep dip buyers engaged in the major indices. The…

This week saw equity markets moving higher again. The S&P500 opened above 4,000 to set a fresh record high on Thursday as US ISM manufacturing PMI data hit record highs…

Risk markets hesitated early midweek as a string of negative news broke. Europe was struggling to distribute its vaccine, the third wave of COVID-19 threatened to slow down the eurozone…

This week’s key focus was on the Federal Reserve rate decision and whether there would be a shift in the dot plot. The FOMC median dot plot still sees no…

This week saw continued focus on the rise of global bond yields as US 10 year yields were rising again. However, the flat US CPI data midweek stopped the rapid…

This week saw continued focus on the rise of global bond yields. US 10 year yields starting rising again midweek on both better than expected data and news that the…

This week saw some mixed risk flows as the market showed some indecision. This year’s rise in US equities took a pause midweek as a rotation out of tech stocks…

Once again the main reflation narrative continued to support risk assets in another calendar light week. Low interest rates, high levels of quantitative easing, governments ready to support economies with…

This week saw the main reflation narrative continue to support risk assets in a calendar light week. The reflation narrative is that there is a global synchronised recovery underway supported…

The GameStop induced volatility faded this week and that helped support equity market gains. See here for an interview we gave to the UK National Express this week. Further good…