Monthly Archives: September 2023

Stock markets sold off last week against the backdrop of rising US bond yields. US stocks were the biggest drag on the global index, with the US index having a particularly tough day on Thursday (the day after the US Federal Reserve meeting) on the view that interest rates would not be coming down as […]

Last week was a solid one for global equities and an excellent week for UK and Japanese equities. The FTSE All Share rose by 2.9% last week, whilst the larger companies in the FTSE 100 rose by 3.1% over the week; making for its strongest weekly return since January. This week the focus is firmly […]

Last week was a very gentle ease into the month. There was very little in the way of important data and both stock and bond markets were largely unchanged. This week will be much more instructive for markets, with inflation data out of the US, jobs data out of the UK and key economic data […]

Global stock markets made strong gains last week to repair some damage on a choppy, and ultimately down month in August. Markets rallied hard last week as economic data was mediocre. Mediocre economic data doesn’t sound great at face value, but it was well received by markets as they took it to mean that there’d […]