The situation in the UK has caused fluctuations in the British pound which may persist
The picture emerging after the first week of Q3 earnings contradicts analysts’ bearish expectations but the true test lies with the upcoming big tech releases
Quality growth as a shield against inflation
As central banks walk the line between curbing inflation and averting...
As central banks walk the line between curbing inflation...
Equity investors may seek shelter in defensive sectors
For equity investors, safer investments may be more favourable in current...
For equity investors, safer investments may be more...
Market stress may force the Fed to slow the pace of rate hikes
While the Fed is expected to continue with its rate hikes, a good case can be...
While the Fed is expected to continue with its rate hikes,...
Earnings to dictate the market’s next move
The bear market this year has been driven by multiple compression, making...
The bear market this year has been driven by multiple...
Rising risk of a global recession ahead
At this stage, a recession is a matter of when, not if, as every economic cycle has an end, allowing any excesses to be removed and thus making way for the...
At this stage, a recession is a matter of when, not if, as...
The effectiveness of Russian sanctions
Sanctions are working but unfortunately their impact is much slower than originally expected
Sanctions are working but unfortunately their impact is...
The state of the UK economy
Queen Elizabeth II’s death marks a new era for Britain, beset by economic uncertainty
Queen Elizabeth II’s death marks a new era for...
Investment Grade credit is starting to look attractive again
Investment grade corporate bond yields are near multi-year highs, making them...
Investment grade corporate bond yields are near multi-year...
Fed stands firm on rate increases
Powell’s latest comments strongly indicated that the central bank was focused squarely on bringing inflation down, even at a cost to economic growth and...
Powell’s latest comments strongly indicated that the...
Equity markets may have just turned a corner
The latest inflation data out of the US could mark the beginning of a...
The latest inflation data out of the US could mark the...
Oil prices drop below pre-invasion levels
The oil market remains a mixed bag at the moment, as fears of a global economic...
The oil market remains a mixed bag at the moment, as fears...
Markets rebound strongly in July
The rebound in equities is a reflection that the current round of corporate updates is not as bad as feared
The rebound in equities is a reflection that the current...
Euro drops to parity with the dollar
The euro hit parity with the dollar last week for the first time in 20 years, battered by growing recession fears
The euro hit parity with the dollar last week for the first...
Investors brace for Q2 earnings
Q2 earnings will be challenging and the outlook could also disappoint as the economic backdrop continues to deteriorate
Q2 earnings will be challenging and the outlook could also...
The first half in review
A difficult start to the year for markets only got worse as the months progressed
A difficult start to the year for markets only got worse as...
The increasing risk of recession
As price-to-earnings multiples fall and inflation continues to weigh on the economy, long-term earnings estimates may still be too high as the risk of a...
As price-to-earnings multiples fall and inflation continues...
The source of today’s inflation
Inflation is basically above central banks' targets in virtually every major developed and emerging market economy
Inflation is basically above central banks' targets in...
Inflation shows no signs of abating
The latest Consumer Price Index showed a reacceleration in US inflation, dashing hopes that price increases have peaked
The latest Consumer Price Index showed a reacceleration in...
