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Market Update week ending 12 April 2024 – GOVERNMENT BONDS RATTLED BY US INFLATION

GOVERNMENT BONDS RATTLED BY US INFLATION This week bond markets were unsettled by US inflation rising for the second month in a row. CPI and core inflation both increased as…

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Market Update week ending 22 March 2024 – MARKETS RISE ON HOPES OF SPRING RATE CUTS

MARKETS RISE ON HOPES OF SPRING RATE CUTS   This week falling inflation and positive updates from central banks helped generate an optimistic mood. Equities have done well so far…

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MARKET UPDATE – Week ending 1 March 2024 USA – CORE INFLATION FIGURES RESUME DOWNWARDS TREND

USA – CORE INFLATION FIGURES RESUME DOWNWARDS TREND   This week investors breathed a sigh of relief as US core inflation resumed its downward trend. The Core Personal Consumption Expenditure…

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Market Update week ending 16 February 2024 – UK ECONOMY – TECHNICAL RECESSION BUT INFLATION FALLING

UK ECONOMY – TECHNICAL RECESSION BUT INFLATION FALLING This week we got what should have been monumental news that the UK is officially in recession. The specific definition being used…

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Market Update week ending 9 February 2024 – POSITIVE US EMPLOYMENT DATA WHILST CHINA RALLIES AND OIL PROVIDES OPPORTUNITIES

POSITIVE US EMPLOYMENT DATA WHILST CHINA RALLIES AND OIL PROVIDES OPPORTUNITIES This week the headline news has been the continued decline of government bonds. The drop was sparked by a…

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Market Update week ending 24 November 2023 – CONSUMER CONFIDENCE IMPROVING?

CONSUMER CONFIDENCE IMPROVING?   This week the outlook for the UK and the US rests in part on consumer confidence and how that might translate to spending which will ultimately…

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MARKET UPDATE WEEK ENDING 20 OCTOBER 2023 – UK GILTS & US TREASURIES UNDER PRESSURE AGAIN AS OIL AND GOLD SOAR

UK GILTS & US TREASURIES UNDER PRESSURE AGAIN AS OIL AND GOLD SOAR This week neatly illustrates the problem facing the central banks. In the case of the Bank of…

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Market Update week ending 15 September 2023 – GLOOMY ECONOMIC DATA POINTS TOWARDS CENTRAL BANKS ENDING RATE HIKES

GLOOMY ECONOMIC DATA POINTS TOWARDS CENTRAL BANKS ENDING RATE HIKES   Last week there were strong signs that we may be entering the final phase of central banks’ battle against…

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Interim Market Update 16 August 2023 – INCREASING IMPACT ON MARKETS FROM GOVERNMENT DEBT

  INCREASING IMPACT ON MARKETS FROM GOVERNMENT DEBT   As our readers are very well aware, we have been banging on about the dangers of the exceptional (and still increasing)…

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Market Update week ending 4 August 2023 – FITCH DOWNGRADE OF USA LEAVES MARKETS UNCERTAIN

FITCH DOWNGRADE OF USA LEAVES MARKETS UNCERTAIN Finally, and as predicted by Private Office Asset Management Limited during the Spring of this year, this week we saw the US Debt…

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Market Update week ending 28 July 2023

US FEDERAL RESERVE & ECB DELIVER EXPECTED RATE HIKES This week there were no particular surprises as the Federal Reserve and European Central Bank (ECB) delivered rate hikes as they…

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Market update 16 June 2023 – US FEDERAL RESERVE & EUROPEAN CENTRAL BANK STICK TO THE SCRIPT

US FEDERAL RESERVE & EUROPEAN CENTRAL BANK STICK TO THE SCRIPT   Last week’s central bank interest rate decisions came in as expected. The Federal Reserve left rates unchanged – the…

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