Archive for: February, 2021

Post date: 22/02/2021 11:30 The holiday-shortened week in the US saw a continuation of the market tendencies seen since the beginning of the year. Sovereign debt sold-off as investors balk at returns that are well below projected inflation, even as inflationary pressures build. Meanwhile, financial assets worldwide generally rose, though the move was uneven. Equities…

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Post date: 15/02/2021 10:55 Equities and credit assets rose, commodity prices soared, and the dollar was weak, though its moves were subdued. Powell made it clear that the Federal reserve will err on the side of stimulus for the foreseeable future, and the Biden administration appears to be following suit, bringing pressure on the ECB…

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Post date: 08/02/2021 14:07 As risk assets worldwide continue to print fresh records, led by US stocks, the pound has been the big winner so far in 2021. The rollout of the COVID vaccination programme has led to every other major country in the world, and the currency performance reflects high hopes the UK will…

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Post date: 01/02/2021 12:34 The ECB last week reacted in the usual belated fashion to the sharp rise of the euro and its potential effects on the Eurozone inflation and economic recovery. For now, the impact on the currency has been muted, but we expect to see many variations on the theme that currency has…

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