Global Weekly: Still on the table
Treasury yields – moving inversely to prices – rose this week, after Federal Reserve Chair Janet Yellen signalled that a March rate hike remains on the table. Equity markets climbed too, with the S&P 500 touching a new record high.
Global weekly: Fundamentals overpower doubts
Strong fundamentals and a positive earnings season are providing market stability in an environment of rising political risks.
Global weekly: Besides Trump
Again, Trump was dominating the news this week, but financial markets also moved their focus to increasing political tension in Europe, higher inflation expectations and the earnings season.
Global weekly: Meanwhile in Washington
Equity indices moved mostly sideways this week, ahead of the inauguration of Donald J. Trump as the 45th President of the United States. Bond markets retreated, with bond yields – moving inversely to prices – edging higher.
Global weekly: Countdown to inauguration
With one week to go until Donald Trump’s inauguration, markets are trying to figure out the details of the new administration’s economic plans. A look at Trump’s Cabinet picks may be insightful as far as trade policies are concerned.
Global weekly: Happy new year
Equity markets have had a good start to the year. While the number of trading days in 2017 can still be counted on one hand, it is a welcome contrast to 2016.
Global weekly: Growth Connectors in 2017
Improving economic conditions, major stimulus in the US and technological transformation are creating the trends that will be the basis of investing in 2017.
Global weekly: Oil and Italy
This week, only two things seemed to matter: the agreement among oil-exporting countries to cut their oil production and the upcoming Italian referendum.