Macro
Shortages were the main theme of the quarter be it the ongoing semiconductor saga, staff, ships or even latterly, energy. No negative prices for oil at the…
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The year 2020 will be remembered for many things by financial market participants. To name but three we have experienced one of the fastest bear markets in history, the quickest…
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Macro Overview
The story of the quarter was that global manufacturing managed to shake off a series of new lockdowns, particularly in Europe and the UK but also in…
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Macro Overview
It is not really worth mentioning too many macroeconomic numbers except to say that when economies re-opened numbers were generally stronger than expected and, unsurprisingly, when restrictions…
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Macro Overview
Business wants to come back. When will the virus let business unleash its pent-up potential and what (ongoing) helping hand will governments provide to ensure consumers and…
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The week to Wednesday’s close saw global stocks close 2.3% higher, led by global technology shares as they recovered from their fall from record highs. The US stock market…
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The week to Wednesday’s close saw global stock markets give up more ground as the powerful six month rally from the March lows came to an end. Global equities…
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The week to Tuesday’s close saw equity markets reclaim some of the ground lost recently, with global equities gaining 2.2%. Having led the downturn, US technology shares added 3.2%,…
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The week to Tuesday’s close saw a sharp pullback in US equities as the tech giants that have dominated performance this year suffered sharp falls. Technology shares gave up…
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The week to Tuesday saw global stock markets rise by 1.6%, led once again by the US market, which rose by 2.4%. In contrast, Europe declined by 1.1% and…
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