TEAM Talk
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TEAM Investment Review & Outlook 2nd Quarter 2023
The ‘R’ word, namely a global recession led by the US, and when, and if it arrives, continues to dom...
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Electric Vehicle Sales Surge
Markets moved back onto the front foot last week, encouraged by some better than expect economic dat...
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US Recession Expectations
Insightful summer survey results recently conducted by Jim Reid and the team at Deutsche (400 FM res...
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Higher Interest Rates Unsettle Investors
The early summer rally ended abruptly last week after central banks warned more interest rates hikes...
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Batting Averages: Stocks and Bonds
Summary snapshot below of the absolute performance of Stocks vs Bonds over the past 152 years (1871...
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Global Stocks Extend Summer Rally
Global stocks rose for a fourth straight week as investors shrugged off the prospect of higher inter...
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Bifurcated
On the LHS is not the share price of a MEME stock but illustrates the recent parabolic move in the y...
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The Domino Effect
500 basis points of cumulative US interest rate hikes in a little over a year eclipses the speed and...
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Rangebound
Markets struggled to make significant headway for the third week in a row. All major developed marke...
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What the US economic data is telling us right now
That the Fed took the decision to enact a further 25 basis point rate hike, after the banking turmoi...
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TEAM Investment Review & Outlook 1st Quarter 2023
Headline returns over the reporting period disguise to some degree what has been another extraordina...
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Best Quarter for Tech Stocks Since 2020
No news is sometimes good news and it felt that way last week as a banks made fewer headlines and in...
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UK Inflation Picks up Again
Markets remained volatile last week and sensitive to news flow as investors continued to digest the...
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More Turmoil for Banks
Markets endured another volatile week as banks lurched from one crisis to another. Investors sought...
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Inflation Shocker
A hot UK inflation print this morning has jolted markets, triggering a swift repricing of the odds o...
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We’ve Come a Long Way Baby
It is a little over a year since the Fed (rather belatedly) introduced its first interest rate hike...
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Silicon Valley Bank Collapse Roils Markets
The sudden collapse of Silicon Valley Bank caused investors to flee risk assets and seek shelter fro...
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Will the Fed Blink?
In the wake of recent events, sell side forecasters have been scrambling to (re)adjust their view on...
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Stocks Halt 3-Week Slide
Global stocks ended a three-week losing streak as a light economic data calendar enabled investors t...
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Mexican Standoff
$31.6 Trillion and counting. This figure represents the current level of US National Debt, shown bel...