Global – A Trump / Xi reconciliation? In November, US equities began on a very positive note with economic data continuing to impress. US payrolls... Read More
Global – A Trump / Xi reconciliation? In November, US equities began on a very positive note with economic data continuing to impress. US payrolls... Read More
Global – Stretched IT valuations Persistent rhetoric from the Trump administration regarding US/China trade relations, coupled with concerns over the durability of the economic cycle,... Read More
Global – Stretched IT valuations Persistent rhetoric from the Trump administration regarding US/China trade relations, coupled with concerns over the durability of the economic cycle,... Read More
Global: The US market continues to forge ahead. In spite of global geopolitical uncertainties, the US market continued to forge ahead. Economic data remained robust... Read More
Global: The US market continues to forge ahead. In spite of global geopolitical uncertainties, the US market continued to forge ahead. Economic data remained robust... Read More
Global: First shots fired in the trade war! US equities continued to improve as employment numbers were indicative of a growing economy, and earnings results... Read More
Global: First shots fired in the trade war! US equities continued to improve as employment numbers were indicative of a growing economy, and earnings results... Read More
Global: Viva Italia! US equities continued to advance in May, with earnings and economic data providing a buffer against the machinations of President Trump and... Read More
Global: Viva Italia! US equities continued to advance in May, with earnings and economic data providing a buffer against the machinations of President Trump and... Read More
Global: Trumpy tweets! US economic data continued to display solid growth with GDP for Q1 confirmed at 2.3%. This was slower than growth in Q4... Read More
Global: Trumpy tweets! US economic data continued to display solid growth with GDP for Q1 confirmed at 2.3%. This was slower than growth in Q4... Read More
Global: Wage inflation the culprit? The US equity markets suffered a sharp decline early in February, driven initially by wage inflation data which suggested that... Read More
Global: Wage inflation the culprit? The US equity markets suffered a sharp decline early in February, driven initially by wage inflation data which suggested that... Read More
Global: Stretched valuations? US equities continued to improve over the month, as fresh economic data provided additional momentum to the market which began the year... Read More
Global: Stretched valuations? US equities continued to improve over the month, as fresh economic data provided additional momentum to the market which began the year... Read More
Global. Macroeconomic data in the US continued to confirm a positive trend and this was reflected in equities maintaining their improvement. The Trump administration’s proposed... Read More
Global. Macroeconomic data in the US continued to confirm a positive trend and this was reflected in equities maintaining their improvement. The Trump administration’s proposed... Read More
Global: Growth continues In the US, macroeconomic data remained encouraging with the better than expected Q3 GDP growth number of 3% surprising on the upside.... Read More
Global: Growth continues In the US, macroeconomic data remained encouraging with the better than expected Q3 GDP growth number of 3% surprising on the upside.... Read More