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Markets were pretty strong this week and of course the market commentary in the press was full of the usual content surrounding trade and Brexit.
For many readers, this question will produce flashbacks to long car journeys and bored children but it may become a question investors start asking.
There is increasing evidence that the global industrial production cycle is turning more positive.
One of the potential positives discussed in last week’s update was the expectation that governments around the world might start to loosen fiscal…
Over the past week, there have been a number of doom and gloom stories produced by the financial press. However, everything is not as dour as it is…
Equities have been in a bit of a holding pattern over the past week or so and the reason why can be summed up as: “Deal in principle; delay in…
Borrowing from the famous football manager Alex Ferguson, this is ‘Squeaky Bum Time'.
Traditionally, October is the most volatile month in the stock market calendar. This October is already running true to form with economic fragility…
The price of oil surged on Monday. Back in the good old days this would have sent the US stock market crashing but nothing really happened in the US…
Many of the things which markets are worried about took a positive turn this week and risk assets responded favourably.
Equity markets have enjoyed a good week – the S&P 500 is within 1.5% of its all-time high – whilst risk-off assets, such as government bonds, gold and…

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