Category: Market & Economic Updates

Global equity markets were mixed last week as investors reacted to the U.S. Federal Reserve’s latest policy meeting. UK equities were the standout performer, while Japanese markets lagged as a sharp rally in the yen weighed on sentiment. US: S&P 500 briefly touches record highs before pulling back on softening investor sentiment U.S. equities advanced …

Read more “Weekly Market Update – 2nd February 2026: Markets Mixed as Investors Digest Fed Meeting”

Global equity markets declined last week amid elevated geopolitical and trade-related uncertainty. However, stocks recovered from their lows after President Trump once again shifted his stance, helping to restore some investor confidence by the end of the week. US: Equity markets end volatile week modestly lower U.S. equity markets finished a volatile and shortened week …

Read more “Weekly Market Update – 26th January 2026: Markets Volatile Amid Geopolitical Uncertainty”

Global equity markets delivered mixed returns last week, as the rotation into smaller companies and value stocks continued. Japanese equities were the standout performer, rising sharply on growing expectations of a large government stimulus package. US: Small companies and value stocks extend their year-to-date outperformance U.S. equities were mixed over the week. Small-cap and value …

Read more “Weekly Market Update – 19th January 2026: Rotation Continues as Japan Outperforms”

Global equities rallied in the first full week of trading for 2026, as investors largely looked through rising geopolitical tensions. Japanese equities led the gains, while U.S. markets saw a broadening of the rally beyond the large-cap growth stocks that have dominated in recent years. US: Equities rally as investors look past mounting geopolitical tensions …

Read more “Weekly Market Update – 12th January 2026: Global Equities Rally as 2026 Gets Underway”

January 2026 | Market update Equity markets closed the year strongly as investors looked past tariff turmoil Equities shrug off uncertainty. Markets finished the year strongly, with major indices ending on a high. Global equities looked past the turmoil caused by President Donald Trump’s tariffs, posting a third consecutive year of double-digit gains in 2025. …

Read more “Stock markets end 2025 on a high”

A muted week for global equity markets, with few major surprises. The U.S. Federal Reserve cut interest rates by 0.25% as expected, while the European Central Bank is widely anticipated to keep rates on hold at its upcoming meeting. Investor focus remained firmly on central bank guidance and valuation concerns in the technology and AI …

Read more “Weekly Market Update – 15th December 2025: Markets Muted as Central Banks Take Centre Stage”

Global equities advanced as expectations for a December U.S. interest rate cut supported risk appetite. Chinese equities outperformed, with investors overlooking weak economic data in favour of the stronger long-term outlook for domestic technology and AI. US: Stocks rise in anticipation of a 0.25% interest rate cut this week U.S. equity markets ended the week …

Read more “Weekly Market Update – 8th December 2025: Markets Rise Ahead of Expected Rate Cuts”

Optimism surrounding a December interest rate cut in the U.S. saw global equities rebound strongly. The rebound was led by U.S. equities, in particular small caps and big tech. US: Small caps and tech stocks rally on December interest rate cut hopes U.S. stock indexes rallied, boosted by dovish comments from Federal Reserve officials and …

Read more “Weekly Market Update – 1st December”

AI-related valuation concerns see global equity markets fall sharply. Chinese equities were pressured the most, while UK equities held up best due to increased expectations of a December interest rate cut. US: AI valuation concerns outweigh strong corporate earnings and economic data Despite strong corporate earnings reports and government economic data, U.S. equity markets finished …

Read more “Weekly Market Update – 24th November 2025 – Global Markets Drop on AI Valuation Concerns”

A largely muted week for global equities, despite a significant number of headlines. Investor sentiment was broadly supported by the end of the US government shutdown, however, economic growth concerns and valuation concerns in the artificial intelligence space provided something for both the bulls and the bears. European equities were the standout performer, while Chinese …

Read more “Weekly Market Update – 17th November 2025: Mixed Market Sentiment as Shutdown Ends”