European companies smashing analysts’ expectations
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
ABSA leads the race to reach pre-Covid earnings level
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
Monthly financial markets outlook | August 2021
All major global asset classes ended in the green in July, but the headline numbers do not tell the full story about the market dynamics that led to that outcome. The performance of global equities was very narrow reminiscent of 2020. The S&P 500 which houses the US’s largest companies touched a new all-time high in July supported by above-average earnings deliveries by most of its constituents. European equities were up 1.8% on the back of the reopening momentum as most governments in the bloc ease lockdown restrictions. The fixed income segment was driven by inflation linkers and investment-grade bonds. Global inflation-linked bonds jumped 4%, followed by global investment-grade bonds and US high yields which delivered 1.3% and 0.4% for the month.
EM is better prepared for the Fed’s taper talks this time around
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
Naspers and Prosus roller coaster ride
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
Covid-19 explodes ESG trends
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
One of the reasons why we are still not very excited about SA Incs
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
What are bond yields telling us about the global economic growth outlook?
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
Investors look beyond the Fed’s hawkish tilt
The US Fed is meeting tomorrow, and most investors are keen to hear the MPC’s take on the latest spurts in inflation and its assessment of the progress of the recovery of the US economy.
Monthly financial markets outlook | June 2021
All major local asset classes delivered decent returns in April. The JSE All Bond Index bounced back on easing global inflation concerns on the back of an unequivocal commitment to defend the low-interest rate regime from the US Federal Reserve Bank (Fed). The Fed reassured markets that the inflation prints and employment numbers are still far from its targets.