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 [...]
International Communique No.282 – RISING US LONG-TERM YIELDS SPOOK INVESTORS
RISING US LONG-TERM YIELDS SPOOK INVESTORS Last week ended on a mixed note as the various asset classes performed differently. [...]
International Communique No.281 – A BITTER FORETASTE
A BITTER FORETASTE The final week of February left investors with a foretaste of what might occur if central banks [...]
International Communique No.280 – WIND OF CHANGE IN BOND MARKETS
WIND OF CHANGE IN BOND MARKETS The focal point for investors is now the changing trajectory in the bond markets. [...]
International Communique No.279 – ROSES ARE RED, VIOLETS ARE BLUE, CASH IS HOT AND STOCKS ARE TOO
ROSES ARE RED, VIOLETS ARE BLUE, CASH IS HOT AND STOCKS ARE TOO Last week was quite subdued in equity [...]
International Communique No.278 – DUCKS IN A ROW FOR EQUITY MARKETS
DUCKS IN A ROW FOR EQUITY MARKETS The main equity indices had a positive week on the whole despite a [...]
International Communique No.277 – DAVID VERSUS GOLIATH
DAVID VERSUS GOLIATH The main equity indices receded last week amid a sharp uptick in volatility. The virus is still [...]
International Communique No.276 – INVESTORS PIN THEIR EXPECTATIONS ON AMERICA’S STIMULUS PACKAGE
INVESTORS PIN THEIR EXPECTATIONS ON AMERICA'S MAXI STIMULUS PACKAGE European stock market benchmarks moved sideways last week while the S&P [...]
International Communique No.275 – EQUITY BENCHMARKS TAKE A BREATHER
EQUITY BENCHMARKS TAKE A BREATHER The main stock market indices pulled back last week in the wake of new restrictions [...]
International Communique No.274 – FISCAL STIMULUS, VACCINES AND HEADY MARKETS
FISCAL STIMULUS, VACCINES AND HEADY MARKETS Global stock exchanges set more records in the first week of 2021, led by [...]