News

Despite the Friday dip, US markets were the strongest in 10 years last week as they staged a partial recovery from recent lows after the announcement of a $2 trillion US stimulus package.

While the medium-term outlook appears somewhat promising with heightened levels of stimulus, investors are still treading with caution towards given the risk to earnings near term. Most analysts are expecting a 25% – 30% drop in US corporate earnings in 2

Global markets continued to rebound overnight, with the US markets up another 6%, with the Dow Jones index experiencing its biggest 3-day gain since 1931.

In response to feedback on Friday’s email, we would like to highlight there is clearly a large amount of uncertainty as global shutdowns mean there is no doubt we are in a global recession. However, the question is, how long will it last. In our view, thi

Global markets sold off overnight as the number of covid-19 cases continues to surge higher. The economic impact continues to rise, with uncertainty around a recovery depending on how much longer shutdowns are to be in place. More US cities are now enteri

Global markets rallied strongly overnight with the US market (S&P500) surging +9.4%, on optimism congress is closer to enacting a $2 trillion stimulus bill to prop up the economy as we enter a recession.

We are in a fast-moving and fluid situation with regards to the impact of corona-virus on financial markets.

Global markets largely were up overnight, as the US market (S&P500) climbed +6%, with all sectors up except energy as oil prices (WTI crude) slipped another -3%.

Global markets were down overnight, as the US market (S&P500) fell -5% in another volatile session as the economic fallout from the pandemic outweighed relief packages from major governments and central banks.