Market Analysis MARKET ANALYSIS | 08/01/2021 Hopes for a bigger stimulus package in the United States Eurozone activity contracted for the second month in a row With the lifting of […]
TAKING STOCK: 2021 Equity Market Outlook
Market Analysis January 2021 Market Views on the Fundamental Equities Moving past unprecedented. Positive COVID-19 vaccine news in the final months of 2020 has markets looking to 2021 with optimism […]
Markets Outperform As Investors Await Stimulus Resolution
Market Analysis MARKETS & ECONOMY | 18/12/2020 U.S. Small caps outperform as investors await stimulus resolution The major benchmarks ended mixed as investors absorbed conflicting signals about fiscal stimulus and […]
THE GLOBAL ATMOSPHERE CAUSES WORRY
Market Analysis 18/12/2020 Falling temperatures have exacerbated the global sanitary situation. In Europe, Germany, and the UK reinforced restrictions. Cases have also started rising again in Asia, a worry for […]
MARKET UNCERTAINTY
Market Analysis 11/12/2020 After 5 weeks of non-stop gains, markets turned more hesitant. Fundamentally, risk assets are still in favorable positions thank to hopes that vaccination campaigns will trigger a […]
CHINA’S RECOVERY IS ON A STRONG PATH
Market Analysis 04/12/2020 The latest PMI from China showcased the strength of the recovery there. Meanwhile, the eurozone’s definitive composite PMI for November was revised slightly higher. Services still fell […]
GLOBAL MARKETS WEEKLY UPDATE
Market Analysis 27/11/2020 US EQUITIES Benchmarks reach new records on vaccine and political optimism A new round of vaccine optimism and diminishing political uncertainty helped stocks build on recent gains […]
INVESTORS UPBEAT ON THE FUTURE
Market Analysis 20/11/2020 After a rally lasting roughly three weeks and strong sector rotation, equity markets consolidated. Pfizer’s vaccine announcement triggered a rush from defensive sectors to more cyclical plays. […]
OUTLOOK FOR A COVID VACCINE
Market Analysis 13/11/2020 News of Joe Biden’s election victory was rapidly upstaged by Pfizer and BioNTech announcing that phase III trials had shown their Covid virus was 90% efficient. What’s […]
THE WEEK WAS ALL ABOUT THE US ELECTIONS
MARKET ANALYSIS-06/11/2020 All eyes were on the US presidential elections. The opinion polls had all suggested Biden would romp home and a blue wave would give Democrats a majority in […]