Weekly Market Update – It’s...
Stronger-than-expected job creation in the US, renewed doubts about inflation, the start of the earnings season, and geopolitical fallout from…
12/10/23
Front of mind
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Chart of the Week -...
US 10-year Treasury yields rose as high as 4.88% in the first week of October, their highest level since 2007…
10/10/23
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Weekly Market Update - Surging...
Global bond markets continued their sell-off this week, pushing borrowing costs to their highest level in a decade or more.…
05/10/23
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The case for US small-cap...
At the start of the final quarter of 2023, many small-cap stocks are trading at a significant discount to their…
29/09/23
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Chart of the Week -...
September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly…
29/09/23
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Weekly Market Update – Near-term...
The US Federal Reserve (Fed) kept the key federal funds rate unchanged on 20 September, but retained an unexpectedly hawkish…
28/09/23