Tag: economy

August Market Commentary

Gold hit a six-year high as nervous investors looked for alternatives to stock markets. The IMF cut global growth forecasts amid continuing trade tensions. In any normal month these would have been perfectly normal introduction, but July was not a normal month. With Boris Johnson becoming UK Prime Minister and sweeping into 10 Downing Street […]

July Market Commentary

Introduction Many of you will know the old stock market adage: ‘Sell in May and go away, and come on back on St. Leger’s Day.’ The theory was that with everyone out of London for the summer season there was little business to be done and the stock market drifted lower. These days, of course, […]

June Market Commentary

Introduction May was a relatively quiet month, virtually nothing of any importance happened at all. Well, apart from the European elections, Theresa May’s decision to stand down and the re-escalation of the US/China trade war. Not content with that, Donald Trump imposed tariffs on Mexico and Angela Merkel decided that her potential successor wasn’t up […]

March Market Commentary

Introduction February was another month when all the important news seem to happen in the last week of the month. President Trump delivered the annual State of the Union address on February 6th and announced a second meeting with North Korea’s Kim Jong-un. The two duly met up in North Korea three weeks later, only […]

December Market Commentary

Introduction It is always difficult writing a report like this, as you are always trying to ‘hit a moving target.’ While you can record the stock market levels at the close of business on, say,  30th November, there is always the risk that the commentary is overtaken by events. That has never been more true than […]

November Market Commentary

Introduction October was, to put it mildly, an eventful month. It was a month which saw the majority of markets on which we report down steeply, as fears of higher interest rates in the US combined with worries about the US/China trade war. There was, however, one market that went up sharply: Brazil elected a […]

October Market Commentary

Introduction On Tuesday, 3rd November 2020 the United States will go to the polls to elect its next President. All the indications are that Donald Trump will stand for a second term and if the words of Bill Clinton – “It’s the economy, stupid” – are to be believed, he will win. While not wanting […]

What might be in the Autumn Budget?

In normal years, the Autumn Budget (formerly the Autumn Statement) is announced in November. However, with less than 6 months left on the countdown to Brexit, this year is far from a normal year. At the end of September, Chancellor Philip Hammond revealed that the Autumn Budget would be released on 29 October which is […]

September Market Commentary

Introduction August used to be known as the ‘silly season’. Everyone who made the news was away on holiday, nothing happened and newspapers were desperate to fill their pages. So rather more obscure stories made it into print… That, of course, was before Donald Trump. And Brexit. And Venezuela, Argentina and Greece. And… In short, […]

July Market Commentary

Introduction Let us invite you to travel back in time to June 2016, to the day after the Brexit referendum. Meanwhile, across the Atlantic, campaigning in the US Presidential election is in full swing. You are offered two glimpses into the future. The first is that two years on, the UK has apparently made no […]

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