In the May 2021 edition of the Market Update: Investors extended expectations of accommodative monetary and fiscal policies following signs of a slowdown in the US recovery. US President Biden is believed to be setting a new vaccination goal to have the first dose delivered to 70% of adults … [Read more...]

In the April 2021 edition of the Market Update: The vaccine rollout and vast sums of fiscal and monetary support are helping to accelerate economic growth and restore confidence. Global trade was disrupted when a giant container ship became lodged in the Suez Canal; Lloyd’s List estimated … [Read more...]

In the March 2021 edition of the Market Update: Economic data confirms a sufficiently V-shaped recovery, but growth has not been even across regions and downside risks remain. The $1.9 trillion American Rescue Plan is set to move through congress and includes a third stimulus payment of … [Read more...]

In the February 2021 edition of the Market Update: Macroeconomic indicators remain robust, but vaccine supply delays in some regions and the emergence of new Covid-19 strains have dampened sentiment. The US congress is negotiating President Biden’s proposed US$1.9 trillion stimulus package, … [Read more...]

In the January 2021 edition of the Market Update: Globally there were over 85 million confirmed Covid-19 cases at the start of January and over 20 million in the United States alone. Democrat wins in the Georgia runoff election will give the incoming Biden administration more flexibility … [Read more...]