The biggest question for markets remains is inflation returning? As the global economy recovers, after tremendous levels of Central Bank stimulus during the Covid inspired […]

The biggest question for markets? As the global economy recovers, after tremendous levels of Central Bank stimulus, which has pumped extreme amounts of money into […]

Investors are looking for clues on rates, growth and prices and we’ll get some answers early July. Firstly, what will investors learn from the Fed […]

US and European stock markets remain at record highs (except the US technology NASDAQ index) as commodity prices rally on hopes that the global economic […]

US equity markets are close to all-time highs but sold off 2-3% in the first week of May after Janet Yellon, US Treasury Secretary surprised […]

Fixed Income Significant market focus remains on the stimulus fuelled inflationary threat which is pushing up bond yields. The yield on the key US 10-year […]

Fixed Income is grabbing the headlines – in particular the upward march of global bond yields led by US Government bonds i.e. The US 10-year […]

GameStop is a story that has dominated US equity markets particularly over the last couple of weeks. The company is an unloved video gaming retail […]

Fixed Income US government bond prices have dropped (therefore yields up!) to their lowest point since the start of the coronavirus crisis as Democrats take […]

Welcome to the ‘Everything Rally’ – the prospect of a rebound in the global economy has fuelled optimism despite the economic damage from the pandemic. […]