Author: Alicia Sims

10 February 2025
Will Tariffs Bark or Bite? BOE Cuts…
Market Overview It was a rollercoaster week for global markets as investors, market commentators, institutional money managers, governments, and everyone involved in ...
DISCOVER MORE
3 February 2025
DeepSeek Disrupts the Status Quo
I can’t quite remember a week with so much news flow; thankfully, China was shut for its New Year holiday, so that part of the world wasn’t adding to the ...
DISCOVER MORE
20 January 2025
Trump 2.0 & All Time High for FTSE 100
’Twas the week before Trump, and all through the Street,Markets were nervous, bonds faced retreat.Inflation was rising, both Stateside and Brit,With fears of more ...
DISCOVER MORE
15 January 2025
Goldilocks has left the building… A Return to Normal …  
2025 US Scene Setting – A change in Narrative: Over the long term, the direction of financial markets is driven by fundamentals; over shorter term periods, sometimes ...
DISCOVER MORE
11 December 2024
Insights on U.S. Jobs, Bitcoin’s Rise, and Global Dynamics
Market Review: Outside of Crypto Currency Land, it was a relatively quiet week for the financial markets. The most significant economic download was the US jobs data ...
DISCOVER MORE
3 December 2024
Thanksgiving Smorgasbord
Market Review: The cease-fire between Israel and Hamas gave us good news and a chance for Americans to express that at their annual Thanksgiving dinners last week. ...
DISCOVER MORE
27 November 2024
PMIs Suggest UK & European Slowdown; Nvidia Underwhelms.
Market Review: It was a strange week for the financial markets, which, as of Friday, could have gone either way before a late surge in the US turned an average week ...
DISCOVER MORE
21 October 2024
Bull Market Trundles On  
Market Review: Western equity markets trundled higher, with a slight outperformance from the UK and small-cap generally. China spluttered but got a significant ...
DISCOVER MORE
7 October 2024
Strong Jobs Data likely to Slow Pace of Rate Cuts
Market Overview Western markets were weighed down for much of the week by the increasing tension in the Middle East before stunning jobs numbers in the US jolted ...
DISCOVER MORE
3 October 2024
China’s ‘Whatever it Takes’
Market Review: China dominated the headlines of the financial press last week, unleashing a stimulus blitz that resulted in the best week for their equities since ...
DISCOVER MORE
16 September 2024
Markets pick themselves back up
Market Review: Despite no obvious catalyst, financial markets staged an impressive comeback last week as attention turned to the latest inflation numbers from the US ...
DISCOVER MORE
21 August 2024
Recovery Continues
Market Review: It was another excellent week for risk assets, as every equity market we report on enjoyed positive returns led by Japan and the US. The 2024 August ...
DISCOVER MORE