Market Overview – 03/08/2022

Global stock markets ended the month of July on the front foot with the MSCI All Country World Index rising 3.3% last week. The main macroeconomic event was the Federal Reserve’s (Fed) latest policy meeting, which saw rate-setters deliver a …

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Taking Stock – It’s All Relative

Northern Ireland’s women footballers ended Euro 2022 with a record of played three, lost three. They conceded eleven goals and scored one – the worst goal difference in the tournament. But consider this, they were also the lowest ranked team …

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Weekly Comment: Stock markets gain as economic data softens

Last week saw solid gains for global equity markets with the MSCI All Country World Index rallying around 3.2%. Stocks managed to rise despite, or arguably in part because of, a fairly soft overall batch of economic data. Growing concerns …

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Market Overview: Rising inflation weighs on markets

The latest inflation data from the US and the start of earnings season made for a fairly volatile week for global stock markets, with the MSCI All Country World Index ending down by 1.6%. The US consumer price index (CPI) …

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Monthly Market Commentary – July 2022

There is no denying that the second quarter has been a particularly testing one for investors, with increasingly aggressive measures from central banks to combat stubbornly high inflation weighing on financial markets. Inflation metrics in the US and UK hit …

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Market Overview – 05/07/2022

Global stock markets came back under pressure last week, handing back some of the prior week’s sizable gains. Bond yields were broadly lower as investors continue to attach more weight to signs of slowing economic activity, rather than high inflation. …

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Taking Stock – Playbook for a recession

September 2007. Concerned savers queue up outside the Northern Rock Bank on Northumberland Street in Newcastle, holding bags to carry away the cash they thought they might lose if the bank went under. I remember this because I was there, …

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Market Overview – 28/06/2022

Equity markets enjoyed positive returns last week with the MSCI All Country World Index bouncing from near recently made year-to-date lows to end the week up almost 5%, led by a strong performance in the US. There was not one …

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