Global Market Insights

In just the last month, we’ve had US debt ceiling talks go from global crisis mode to a potential resolution (still to be determined)...

The best luxury goods are typically “better quality” than their cheaper counterparts in the sense that they are more durable...

Equity markets are still at the upper end of the recent range despite concerns about the debt ceiling, growth and inflation. Investors seem to be sitting on the sidelines until the debt ceiling issue is resolved...

Broad market indexes like the DOW JONES and S&P 500 are sitting just below their year-to-date highs. The MSCI World index and S&P 500 are up 8.5% and 8% respectively...

Lots of data came out last week that sent mixed feelings to investors. While US employment data pointed to a slowdown in hiring...

From another bank losing billions in deposits to seeing AI winners and losers, a lot has happened this week...

Investors are starting to believe the Fed now. Markets are accepting the fact that the Fed is focusing on inflation first, and avoiding a recession second...

A rally in equity markets early last week stalled when it emerged that the Fed expects the banking crisis to lead to a recession in the US later this year...

Equity markets kicked off this week on a continued winning streak as investors assessed the implications of the trade data which was released last week...

Equity markets rebounded last week as fears of a financial crisis subsided. US Energy and Materials stocks once again tracked the oil price higher, and Financials continued to recover from oversold levels. The lagging sectors were Healthcare, Tech and Telecoms which had outperformed over the previous two weeks.

Markets went through a lot last week. From historic banking takeovers, and wild swings in the treasury bond market...

Equity markets had another rocky week in the wake of the collapse of Silicon Valley Bank. While US Bank stocks were among the worst off...