Monthly Archives: July 2023

Weekly Round-Up, 24th July 2023

Once again it was “inflation” that was driving markets and last week the spotlight was on the UK. The 7.9% CPI print was less-than-expected and drove a big rally in both the stock market and the bond market, with interest-rate-sensitive areas of the markets rallying hardest (such as housebuilders and consumer stocks). This week sees […]

Q2 2023 Market Review

The second quarter of 2023 saw clear divergence between the Global economy and the UK economy. The Global economy showed sure signs of turning a corner and this was reflected in good returns for global stock markets. Conversely, the backdrop of stubbornly high inflation in the UK had the effect of backing Bank Governor Bailey […]

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