International Communique No.283 – STRING TAILWINDS HELPING CYCLICAL STOCKS
STRONG TAILWINDS HELPING CYCLICAL STOCKS Sector rotation continued last week as the end of the pandemic drew closer, reflected by [...]
STRONG TAILWINDS HELPING CYCLICAL STOCKS Sector rotation continued last week as the end of the pandemic drew closer, reflected by [...]
RISING US LONG-TERM YIELDS SPOOK INVESTORS Last week ended on a mixed note as the various asset classes performed differently. [...]
A BITTER FORETASTE The final week of February left investors with a foretaste of what might occur if central banks [...]
WIND OF CHANGE IN BOND MARKETS The focal point for investors is now the changing trajectory in the bond markets. [...]
ROSES ARE RED, VIOLETS ARE BLUE, CASH IS HOT AND STOCKS ARE TOO Last week was quite subdued in equity [...]
DUCKS IN A ROW FOR EQUITY MARKETS The main equity indices had a positive week on the whole despite a [...]
DAVID VERSUS GOLIATH The main equity indices receded last week amid a sharp uptick in volatility. The virus is still [...]
INVESTORS PIN THEIR EXPECTATIONS ON AMERICA'S MAXI STIMULUS PACKAGE European stock market benchmarks moved sideways last week while the S&P [...]
EQUITY BENCHMARKS TAKE A BREATHER The main stock market indices pulled back last week in the wake of new restrictions [...]
FISCAL STIMULUS, VACCINES AND HEADY MARKETS Global stock exchanges set more records in the first week of 2021, led by [...]