13th September 2021
As with the Fed, the financial markets have become obsessed with the outlook of the ECB monetary policy given a number of ECB policymakers have recently stated that they favour a tapering of the ECB’s QE program.
6th September 2021
After last week’s speech from Jay Powell, the Fed Chair, delivered everything we hoped for when he made it clear that any tapering of its bond buying program (QE) would be slow and based on economic data.
31st August 2021
There was plenty of finger-tapping in the office this week as we waited for Jay Powell, the Fed Chair, to speak at the annual Jackson Hole symposium earlier today (3pm UK time).
23rd August 2021
As you can see from the accompanying table, it hasn’t been a pleasant week for global equity markets as the resurgence in coronavirus cases has hurt share prices.
16th August 2021
After last week’s market obsession on the US employment data release, this week’s main focus was on Wednesday’s (11 August 2021) US CPI inflation reading.
9th August 2021
It has been a positive week for global equity markets, which was largely driven by positive company earnings, as we discussed in our last market update, there were also some positive economic updates which drove markets towards the end of the week.