Market Updates

Curious about the current condition of the financial markets and its potential impact on your investments? Keep informed about any risks and opportunities you need to be aware of.

 

 


 

Our latest market updates

09 December 2024

How we think about geopolitics going into 2025

After around 14 years of civil war, the fall of Bashar al-Assad’s regime in Syria has caught the world by surprise. Initial market reactions have been muted. Oil prices have risen by around USD1/bbl, while other markets (global equities and currencies) haven’t budged, suggesting the unfolding of events in Syria is not causing any worries in financial markets.
25 November 2024

Markets remain well-behaved, with the US outperforming

We’re not yet into the festive season but markets were relatively quiet last week and could be again this week, as the economic calendar is relatively light. However, there were some geopolitical jitters. Tensions flared up between Russia and Ukraine, causing a reaction in the commodity market.
18 November 2024

Trump 2.0 – go big, and go home

Donald Trump, the 47th president-elect of the USA, has been given a strong mandate. He won both the electoral college and popular vote, while his Republican party secured a majority in both chambers of Congress.
11 November 2024

The US election aftermath

Although not yet fully certified, Trump has secured a clearer victory than initial polls indicated. The election resulted in a ‘Red sweep’, with a Republican majority in both chambers of Congress.
04 November 2024

US elections in focus

It’s still impossible to predict who’s going to be the 47th US President as Americans head to the polls on November 5th. However, since October, the odds of a Donald Trump win and Republicans winning both chambers of Congress have risen, with Kamal Harris narrowing the gap over the weekend.
28 October 2024

Political, fiscal and economic cross-currents

Last week was quiet, with no significant economic data releases, so markets continued to take cues from the US election polls. The US dollar rose and bonds declined. Surprisingly, stocks fell. It’s hard to attribute these dynamics to a single event. Trump had earlier taken a slight advantage in the polls in all swing states, though still within the margin of error, but his advance faded last week.
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