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

15 April 2024

Does the US Federal Reserve need to cut rates in the summer?

Market updates
The release of the March US consumer inflation data, which was hotter than expected, lead markets to rethink when the US Federal Reserve (Fed) would start cutting rates. Markets now expect the Fed will cut rates later and only twice this year.
08 April 2024

Markets turning to US inflation again

Market updates
Major equity indices fell last week, likely concerned by escalating tensions in the Middle East, which pushed oil prices above 90 US dollars per barrel for the first time since October 2023.
25 March 2024

How much do central banks affect markets?

Market updates
After eight years in negative territory, the Bank of Japan (BoJ) lifted its key policy rate to 0-0.1% last week. It was an important move but widely expected, so markets carried on as usual.
18 March 2024

What’s driving the equity rally?

Market updates
Equity indices from the US to Japan and through Europe continue to make record highs week after week. Last week was no different, although some indices closed flat such as the US S&P 500. There’s a structural element to this rally, which we carry in our portfolios.
11 March 2024

Interest rates cuts still likely in June

Market updates
It wasn’t obvious from the solid figures on job growth, but we’ve got more signs that the US labour market is indeed cooling. The unemployment rate rose to 3.9%, the highest reading since January 2022, while wage growth, job openings, and job quits slowed. This combination of data supported markets.
04 March 2024

Markets focusing on better US prospects

Market updates
There were no big surprises from last week’s US inflation reading (the personal consumption expenditures index), which rose 0.3% from December to January or 2.4% year-on-year. This has left markets largely unperturbed as strong earnings and economic growth continue to drive sentiment upward. The S&P 500 and Nasdaq equity indices closed at record highs again, while US Treasury yields remained flat.
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