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Week ending 24th June 2022.
27th June 2022
Global equity markets rose this week due to falling inflation expectations – which hopefully means that central bank policymakers will scale back their expected aggressive interest rate increases.
Week ending 17th June 2022.
20th June 2022
As you can see from the accompanying table, global equity markets had another horrible week following a number of central bank policy meetings.
Week ending 10th June 2022.
13th June 2022
After a positive start to the week, global equity markets fell as the weekend approached after the ECB outlined plans for higher Eurozone interest rates and US CPI inflation data for May disappointed. As expected, ECB policymakers yesterday (Thursday 9 June 2022) left interest rates unchanged.
Week ending 3rd June 2022.
6th June 2022
As you can see from the accompanying table, with long weekends in both the US and UK, it was a bit of a nothing week. The main theme of the week was again inflation.
Week ending 27th May 2022.
30th May 2022
Our view that central banks don’t need to aggressively increase interest rates is starting to sound much less controversial as global economic growth is showing signs of slowing.
Week ending 20th May 2022.
23rd May 2022
Global equity markets have been on a roller-coaster ride this week, as the market appears to be waking up to what we have been arguing ad-nauseum about for months: that significantly higher interest rates won’t bring down inflation but will hurt economic growth.