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...]

In the December 2020 edition of the Market Update: Joe Biden is the projected winner of the US presidential election, with the passing of the ‘safe harbour’ deadline making it hard for legal challenges to change the outcome. Globally there were over 60 million confirmed Covid-19 cases at the … [Read more...]

In the November 2020 edition of the Market Update: Joe Biden has convincingly won the US Presidential Election Markets were buoyed in November by the successful trial of the Pfizer/BioNtech vaccine, which is expected to be approved by the FDA later in the month. Rising COVID-19 cases in … [Read more...]