Market Bulletin – Distant Horizons

Distant Horizon

In a week marred by violence on both sides of the Atlantic, positive indicators in leading economies could not prevent markets delivering a mixed performance. “The future influences the present just as much as the past,” said Friedrich Nietzsche – an insight that could surely be applied to markets. Events in the US last week [read more]

Market Bulletin – Pressure Point

On the tenth anniversary of the global financial crisis, the greatest risks appeared to be geopolitical rather than financial. Wednesday marked ten years since the beginning of the global financial crisis, and its consequences continue to be felt on markets and in politics to this day. Indeed, the crisis was so momentous that commentators tend [read more]

Market Bulletin – Tuning Out

Global growth, commodity prices and corporate earnings offered positives, as leading indices diverged. “Trying is the first step towards failure,” warned Homer Simpson – investors tempted to overreact should take note, perhaps most of all during earnings season. The ebb and flow of this year’s second-quarter earnings continued last week, accompanied by ongoing geopolitical tensions. [read more]

Market Bulletin – Bittersweet

A busy week of news for company earnings and economic growth ends with a tumble for technology and tobacco stocks. It’s true. Chocolates really are getting smaller. Some bags of Maltesers have shrunk by 15%: indeed, 2,529 products have decreased in size in the last five years, while just 614 have got bigger, according to [read more]

Market Bulletin – Courtship Display

Earnings season offered reasonable signs of economic momentum, while central banks largely chose to sit on their hands. When the male frigatebird is trying to attract a partner, he spends almost half an hour inflating his red gular pouch until it reaches close to half the size of his body. Companies courting investors ahead of [read more]