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Week ending 11th June 2021.
14th June 2021
Yesterday’s US CPI inflation data was this week’s focal point – and as we forecasted in our last market update, although the inflation reading did show a big year-on-year increase, thankfully, as we hoped, it turned out to be much ado about nothing as most of the major global equity markets ended the week slightly higher.
Week ending 4th June 2021.
7th June 2021
Thankfully it was a holiday-shortened week as equity markets lacked direction as all eyes were focused on today’s (Friday 4 June 2021) US employment data.
Week ending 28th May 2021.
1st June 2021
This week’s equity market action was surprisingly dull, despite the volume of US economic data announcements.
Week ending 21st May 2021.
24th May 2021
The tug of war between an economic reopening and recovery on one side and inflationary worries on the other meant that it was not only a very intense and exhausting week, but at the same time, a whole-lot-of-nothing week, as global equity markets ended the week broadly flat.
Week ending 14th May 2021.
17th May 2021
There has only been one theme in play this week: inflation – thanks to Wednesday’s (12 May 2021) 4.2% US CPI inflation reading.
Week ending 7th May 2021.
10th May 2021
If it was worth us stressing once, it is worth us repeating and repeating it ad nauseum: an increase interest rates is many years away.