In the December 2019 edition of the Market Update: Markets have reacted favourably to the prospect of ‘phase one’ of the trade deal between US and China At the time of writing, the UK was heading to the polls with surveys showing a Conservative lead. As we now know, Boris Johnson’s … [Read more...]

In the November 2019 edition of the Market Update: In the US, trade-exposed sectors are suffering due to trade conflict, but the consumer sector appears to be holding up well Economic activity in the eurozone weakened in the September quarter The UK parliament agreed to a general election … [Read more...]

In the October 2019 edition of the Market Update: The US is at risk of a recession, however, inflation remains above target and wages are expected to rise The global downturn in manufacturing is deepening Boris Johnson remains hamstrung by UK parliament and will continue negotiating the … [Read more...]

In the September 2019 edition of the Market Update: The US economy remains supported by robust consumer spending and jobs growth, but trade uncertainty is having a negative effect on business investment Markets strongly expect the US Fed to lower interest rates at its September meeting as … [Read more...]

In the August 2019 edition of the Market Update: Central banks have engaged in a policy reversal in response to weaker economic growth and the uncertainties associated with the US-China trade conflict. US inflation has inched higher, but core CPI measures and sluggish wages growth still … [Read more...]