Articles in the “Investment Insights” Category
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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...
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Growth Shock
Not negative, but potentially a significant upside surprise from China, following tentative signs th...
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About Turn
Hot inflation prints in Europe and robust economic data readings (notably the US and China) have tri...
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Running Hot
Hot on the heels of this week’s ‘surprise’ inflation prints in France, Spain, and Germany, aggregate...
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Mining Giants BHP and Rio Slash Dividends
Global stocks endured their worst week of 2023 so far as economic reports revealed that central bank...
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FTSE 100 Breaks Through 8,000
The prospect of more interest rate hikes put most markets on the backfoot last weeks but the FTSE 10...