Market Commentary – April 2023
Market Commentary – April 2023 POSITIVE START TO 2023 FOR EQUITIES Developed world stock markets started the year positively but performance became more muted after widespread gains in January. The recent collapse of Silicon Valley Bank and the rescue of Credit Suisse bank by UBS unnerved investors while central banks restated their intentions to continue […]
Market Commentary – March 2023
Market Commentary – March 2023 Stock markets took fright during February as US economic data came in much hotter than expected. Markets no longer looking for big rate cuts later in 2023 US: Federal funds rate expectations. Robust US economy causes renewed bond sell-off The labour market showed continued strength while both inflation and retail […]
Market Commentary Q1 – 2023
Market Commentary Q1 – 2023 POSITIVE START TO THE NEW YEAR AS US INFLATION EASES. Stock markets recorded their best start to a year since 2019 as signs of inflation easing and a possible end in sight for rate hikes sparked investors’ animal spirits. January is the strongest month in pre-election year. Source: Carson Investment […]
Market Commentary – October 2022
Market Commentary – October 2022 INFLATION AND GLOBAL INTEREST RATE HIKES CONTINUE TO CAUSE MARKET HAVOC. The struggle of central banks to fight multi-decade high inflation remained centre stage during the third quarter, with stock markets and bond yields responding to fluctuating interest rate expectations. Markets in July rebounded strongly from their mid-June lows and equity exposure was […]