MACRO March was a strong month for markets, with almost all asset classes in positive territory. Economic data overall was positive, with job openings and nonfarm payrolls (the number of people employed compared to the previous month) coming in higher than economists...
Macro The performance across the major asset classes was varied for the month of February as markets continued to digest mixed economic data and uncertainty around growth. Geopolitically, the ongoing war in Ukraine and disputes in the Middle East threaten to stifle...
Macro The positive performance of equity markets in November and December spilled into January as confidence the Fed would engineer a soft landing for the US economy, remained intact. Better than expected economic data pointed towards strong US growth and a buoyant...
December brought with it the gift that market participants had been waiting for all year – a Federal Reserve (Fed) policy pivot. With the continuation of the disinflation story, the Fed striking a more dovish tone and strong economic data published throughout the...
November market performance was exuberant across both equity and bond markets, buoyed by better-than-expected economic data in the US and an increasing consensus that the Federal Reserve (Fed) will engineer a soft landing in what has been a challenging financial...
As October ushered in Halloween, it appeared as though markets themselves were haunted. Both bonds and stocks fell in October plagued by concerns over prolonged ‘higher for longer’ interest rates and growing geopolitical tensions. Gold and energy found themselves as...
