Weekly Market Summary.

Week ending 12th April 2019. - 15th April 2019

Wednesday (10 April 2019) should have been an important day for financial markets as we had the release of the Fed minutes from its surprisingly dovish March monetary policy meeting; US CPI inflation; an ECB monetary policy meeting; and an EU/Brexit summit.

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Week ending 5th April 2019. - 8th April 2019

April got underway boosted by economic data which reinforces our Goldilocks view (reasonable economic growth and lacklustre inflation).

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Week ending 29th March 2019. - 1st April 2019

It is always interesting to look at how markets respond to economic data: last week’s PMI data from Germany and France has raised concerns about global growth, especially as the US yield curve inverted (the yield on short-term/3 month US debt is now greater than that on long-term/10 year US debt for the first time since 2007), hence why global equity markets have been mixed this week.

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Week ending 22nd March 2019. - 25th March 2019

Whilst in terms of outcomes, global politics and central bank offerings have been relatively subdued this week, it is this news that has been prevalent.

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Week ending 15th March 2019. - 18th March 2019

Obviously Brexit has taken centre stage in the UK as it was another week of drama in Westminster, with Theresa May suffering multiple defeats.

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Week ending 8th March 2019. - 11th March 2019

The week has been remarkably subtle given it feels plenty has happened… yet not a lot has ‘actually’ happened!

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Week ending 1st March 2019. - 4th March 2019

As we speculated three weeks ago, Donald Trump this week said he would delay implementing US tariff increases planned for today (Friday 1 March 2019) as the US and China continue to progress their negotiations for a new trade deal.

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Week ending 22nd February 2019. - 25th February 2019

All attention this week was on the Fed minutes after Jay Powell, the Fed Chairman said last month that the Fed would “be patient” on the timing of future interest rate “adjustments”.

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Week ending 15th February 2019. - 18th February 2019

The improving prospects for a US/China trade deal and an agreement to avoid another US government shutdown allowed global equity markets to chalk up some pretty good returns this week.

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Week ending 8th February 2019. - 11th February 2019

It has been a bit of an uneventful week as a number of markets in Asia have been closed for various days due to Lunar New Year celebrations (China’s markets were closed all week). However, to be honest it has been a bit of a relief given the volatility of the last couple of months due to rising US interest rates, the US government shutdown, trade war concerns, Brexit and French unrest.

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