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19th May 2021
Last week’s inflation theme remains front and centre of attention – and unfortunately, that has hurt global equity market sentiment.
13th May 2021
The big miss in US employment last Friday, hasn’t stopped the markets obsessing about inflation (and as a result, higher US interest rates), especially given the shutdown of the largest US fuel pipeline due to a cyberattack has resulted in petrol shortages and higher petrol station prices.
6th May 2021
The inflation theme has remained front and centre for global equity markets so far this week thanks to contradictory comments from Janet Yellen, the US Treasury Secretary and former Fed Chair.
29th April 2021
There has been a multitude of announcements and meetings to keep us busy this week, but given all the talk about how inflation is building, the big one was the outcome of last night’s Fed monetary policy meeting and accompanying press conference.
22nd April 2021
Global equity markets have been on the back foot so far this week as coronavirus infections and deaths in India continue to rise.
14th April 2021
As we highlighted in the Weekly Market Summary, the markets’ attention at the start of this week was firmly on yesterday’s (Tuesday 13 April 2021) US CPI inflation reading following last week’s large jump in US PPI inflation.