Global weekly: Bump in the road
Equity markets retreated this week, with US stocks on Tuesday plunging the most since October. Investors sought refuge in bonds, pushing Treasury yields lower.
Global weekly: The Dutch and the Fed
The US Federal Reserve rate hike and the positive outcome of Dutch elections were hot topics this week. Financial markets reacted positively but muted.
Global weekly: Ready for take-off
The US labour market reported an impressive monthly gain, in line with the US Federal Reserve’s expectations. Now, financial markets have fully priced in a US rate hike in March.
Global weekly: Who was that man?
President Donald Trump was described as “surprisingly presidential” by many news organisations after his speech to Congress this week. Markets liked what they saw.
Global weekly: It’s all politics
Politics and politicians are increasingly affecting markets. Upcoming European elections are creating uncertainty, and the policies of Donald Trump’s administration continue to be hard to predict.Politics and politicians are increasingly affecting markets. Upcoming European elections are creating uncertainty, and the policies of Donald Trump’s administration continue to be hard to predict.
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.