The week in review

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A Scrooge-like shadow over the markets

A Scrooge-like shadow over the markets

A week that started with such optimism ended in disappointment as trade-war and US slowdown fears cast their shadow, Scrooge-like, over investors’ hopes for a year end “Santa rally”. Read more >>

All I want for Christmas

All I want for Christmas

US Federal Reserve Chair Jay Powell all but dressed up in a Santa suit when he spoke at the New York Economic Club last week. Read more >>

Safe harbours

Safe harbours

Equities took another battering last week, with oil and technology stocks hit hardest. Read more >>

Backseat drivers

Backseat drivers

Investors took a second referendum on the UK’s Brexit deal last week: the result was a resounding no. Read more >>

All the tea in China

All the tea in China

Markets were dominated by US politics last week, with investors first holding their breath and then pondering how America will fare with a split Congress. Read more >>

Getting what you want

Getting what you want

Life is in the living, not the grave; joy is in hope, not receipt. Nothing is ever as fulfilling as we can imagine. And so it is with the stock markets that, at bottom, are a barometer of people’s moods. Read more >>

Powell's tough love?

Powell's tough love?

A broad range of US companies reined in estimates of 2019 growth last week, most notably Amazon. Last week, we noted that any corporate concerns about next month’s profit and revenue growth would weigh heavily on stock markets and we were correct. Read more >>

What the future brings

What the future brings

The US market stabilised last week. Well, on the surface, at least. Read more >>

How much is your cash worth?

How much is your cash worth?

For answers about the global stock market dip of the past couple of weeks, we think you need to look at the bond market. That, mixed with some jumpy robots, is most likely the cause, we believe. Read more >>

Hold onto your yields

Hold onto your yields

US Treasury yields soared last Wednesday in a truly astonishing 12-basis-point one-day jump. The move was triggered by ADP employment figures that smashed expectations and was given extra fuel by US Federal Reserve Chair Jay Powell saying rates were still a way off “neutral”. Read more >>