Articles
Money Matters 3rd October 2017
ROLE REVERSAL After 9 months characterised by USD weakness, emerging market strength and an outperformance of mega-caps over small caps, last week saw a “role
October 3, 2017
ROLE REVERSAL After 9 months characterised by USD weakness, emerging market strength and an outperformance of mega-caps over small caps, last week saw a “role
END OF AN ERA Financial markets were little changed last week, pausing for breath after the post-summer rally. The FED meeting passed as expected (with
WALKING THE TIGHTROPE Last week the potential for greater monetary policy uncertainty given the FED’s Board of Governors is due to change almost entirely over
Austen Morris Associates Senior Partner Jon Holand hosted another successful Private Client Dinner at The Place Shanghai on Wednesday, September 13th The evening included a
RINGING THE CHANGES At the beginning of this year, consensus expected a re-acceleration in US growth led by Trump tax reform and fiscal stimulus. As
THE ODD COUPLE Over the last 2 weeks, market updates have covered the “Goldilocks” economic environment, with broad-based growth but weak inflation. As such, it’s
NOTHING TO SEE In last week’s edition covered the current environment of abnormally low inflation relative to the breadth and strength of global growth. It
JUST A MINUTE Last week, minutes to the ECB and FED July meetings revealed an increasingly agitated discussion about the lack of inflation associated with
BULL IN A CHINA SHOP This week, overall global growth momentum has continued to float almost all boats. Nonetheless, there is still notable political risk.
GOLDILOCKS KEEPS THE BEARS AT BAY This week, the Czech central bank became the first to raise rates in the EU since Jean-Claude Trichet’s much
LEFT BEHIND OR LED ASTRAY After sweeping into power on the promise of stimulus, reform and “Making America Great Again”, during his first 190 days
A WORLD OF DIFFERENCE Incoming data continues to show global growth has good momentum. Indeed, a number of countries (for example US and Germany) appear
SPLITTING UP The global economy continues to enjoy a growth recovery, with recent data suggesting there has been renewed strength at the beginning of the
GROWING PAINS The upturn in global bond yields continued into its second week as central bank meeting minutes and mostly positive data caused investors to
Latin America: MSCI Lat Am 2,455 +3.10% Peruvian Congress granted the government special legislative powers for 90 days. The cabinet will pass a package of
DAMNED IF YOU DO, DAMNED IF YOU DON’T Despite continued momentum in global growth over the past 6 months, government bonds have rallied alongside equities.
BODY SWAP In 2015 and early 2016, the UK was a bright spot for developed world growth. Meanwhile, much of Europe (led by France and
HOPE SPRINGS ETERNAL Since the financial crisis, there has been much discussion of “secular stagnation” or a “new normal” for the global economy, with lower
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