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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DEVELOPED ECONOMIES CONTINUE TO STRUGGLE WITH INFLATION – Market Update week ending 9 June 2023

DEVELOPED ECONOMIES CONTINUE TO STRUGGLE WITH INFLATION This week we saw continued signs of divergence across the global economy as various regions battle inflation. The three most likely outcomes for…

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Market Update week ending 2 June 2023 – US DEBT CEILING DEAL CAN’T HIDE GLOOMY OUTLOOK

US DEBT CEILING DEAL CAN’T HIDE GLOOMY OUTLOOK This week the biggest headline was about the deal to prevent the US government defaulting on its debts. When it came to…

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END OF US BUDGET SQUABBLES IN SIGHT – Market Update Monday 22 May 2023

END OF US BUDGET SQUABBLES IN SIGHT An agreement to raise the debt ceiling and avoid the US defaulting on its debt could be struck on Capitol Hill this weekend….

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