FE Weekly Market Commentary – 19 May 2017

Brazil Recovery Story In Jeopardy Brazilian President Michael Temer is being threatened with impeachment after recordings surfaced allegedly showing his involvement in corrupt payments to an already jailed former speaker of the parliament. The MSCI Brazil was up 15% for the year on Tuesday, it is now down 4.5%. The reason for this aggressive reaction of… Read more

FE Weekly Market Commentary – 12th May 2017

There’s Only One Philip For May This week the UK general election picked up steam, with leaked manifesto’s, a hit and run, and a detailed discussion of who puts the bins out being obvious highlights. While the theatre of it is entertaining, the result is already a foregone conclusion even if the margin of Tory… Read more

FE Weekly Market Commentary – 28th April 2017

Trump Proposes To Loosen Business Tax Rate And Draghi Keeps Rates Flat This week we got another chance to see what a Trump Presidency might actually mean, with the much-anticipated release of his tax plan. What we got was a single page of tax wishes, which as far as we could tell consisted of a… Read more

FE Weekly Market Commentary – 21st April 2017

UK Economic Picture Darkens Friday morning saw another piece of poor economic data for the UK: retail sales slowed 1.4% quarter on quarter. We have also seen two consecutive months of decline in the index of production, whilst inflation is over the BoE’s target, with the potential for further rises to come. Exports have fallen… Read more

FE Weekly Market Commentary – 7th April 2017

US Launches Missiles And The FED Assesses Balance Sheet This week geopolitics comes to the fore, with a potentially momentous meeting between Donald Trump and China’s President Xi Jinping being overlaid with the US missile attack on Syria; a response to Assad’s outrageous chemical attack earlier in the week. It’s difficult to know what the… Read more

FE Weekly Market Commentary – 31st March 2017

Hedge Fund Hero Crashes To Earth This week hedge fund celebrity Bill Ackman finally admitted defeat on his one-time largest holding Valeant, selling his remaining shares at a 95 per cent discount to their high point, having doubled down with more purchases as the price started to crash. He is estimated to have lost $4bn… Read more

FE Weekly Market Commentary – 24th March 2017

London Moves Forward Together This week attention has been drawn away from financial matters by another terrorist attack on a European city. We went through a period of writing a lot of intro’s like this one, and the last few months had been blissfully peaceful. Hopefully that will be true of the next few and… Read more

FE Weekly Market Commentary – 17th March 2017

Populism’s Spread Cut Short Political events continue to drive markets this week as the Dutch election and the UK government steal headlines. The aptly named Dutch Trump, Geert Wilders, did not win a majority in the Netherlands election as the current Prime Minister, Mark Rutte, took the lead. The UK government backtracked on Philip Hammonds… Read more

FE Weekly Market Commentary – 10th March 2017

First And Final Spring Budget For Hammond This week we finally have something new to talk about – the first budget from Philip Hammond as Chancellor. While a potential broken promise and some duff jokes have been the focus for the press, we thought the most interesting point was the abolition of the spring budget… Read more

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