Record highs in the US and Japan and fiscal challenges in the UK. 03/03/2024 New highs but less froth US equities have risen by around 7% so far this year and now exceed their 2021 peak by a similar amount. In many ways, US market dynamics look healthier than they did back then. The very […]
Category Archives: Insights
Markets continue to anticipate a “soft landing” for the US economy. 04/02/2024 Markets in wait-and-see mode The rally that drove global stocks and bonds higher at the end of 2023 has lost some momentum this year. However, markets are holding onto earlier gains as they continue to anticipate a “Goldilocks” scenario of falling inflation, reasonable […]
The prospect of rate cuts bolsters markets. 11/01/2024 What will rate cuts mean for markets? Global equities (MSCI Index) have risen by 16% since late October. This was driven by a significant change in market expectations around interest rates, as inflation has fallen faster than expected. The Federal Reserve (Fed) boosted markets further by signalling […]