Markets in 3D: Delta, Deceleration and Divergences

Markets in 3D: Delta, Deceleration and Divergences

🕔18:14, 8.Sep 2021

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe. Looking ahead, we identify three main themes: the spread of the Delta Covid

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Two questions for autumn

Two questions for autumn

🕔11:15, 8.Sep 2021

Capital Markets Monthly Summer is coming to an end in the northern hemisphere. Whether the stock markets will begin to see cooler temperatures following the sharp price increases of these past few months, or conversely, whether we can expect an

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Patience is a virtue

Patience is a virtue

🕔10:34, 8.Sep 2021

Thematic equities in focus:  After the rotation witnessed in Q1 2021, the second quarter was quieter, with elements of the inherent market volatility having subsided. However, investors continue to have questions around the prospect of inflation as economies continue to

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Decoupling from China? Not really – Just a shift in Asian supply-chains

Decoupling from China? Not really – Just a shift in Asian supply-chains

🕔08:57, 8.Sep 2021

Since the Sino-US trade war in 2018, some large developed countries have been pushing to reshore their global production, in effect seeking to ‘decouple from China’. Chatter about such a trend has raised concerns that Asian supply chains, which underpin

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Quick take on Jerome Powell’s Jackson Hole speech

Quick take on Jerome Powell’s Jackson Hole speech

🕔08:17, 8.Sep 2021

brief summary of their views. In his speech, Chairman Powell indicated that the US Federal Reserve (Fed) is on track to begin tapering its $120 billion-per-month asset purchase program later this year and shared a dovish view on US inflation.

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