Market Pulse: End Of April 2025
WILL THE GLOBAL ECONOMY REMAIN RESILIENT IN THE WAKE OF GLOBAL TRADE UNCERTAINTIES? EQUITY MARKETS In early April, policy changes in the United States have impacted the global financial markets. The Trump administration’s proposal to implement tariffs on trading partners marked a departure from established trade norms. This announcement emerged at a precarious moment for […]
Market Pulse: Mid Of April 2025
THE FIRST HALF OF APRIL MARKS THE ONSET OF A GLOBAL TRADE WAR, WITH TRUMP WREAKING HAVOC ON THE GLOBAL TRADE SYSTEM. EQUITY MARKETS Over the past five years, equity markets have experienced two major events that have had a lasting impact on the global economy. The first was the pandemic, and the second was […]
Market Pulse: End January 2025
DEEPSEEK HAVING A DEEP IMPACT ON THE ARTIFICIAL INTELLIGENCE PLAY EQUITY MARKETS The second part of January was by far more market-moving than the first. As investors settled after the festive period, Trump’s inauguration took centre stage, with investors keeping a close eye on any clues regarding potential policies that might impact markets. Trump loves […]
Market Pulse: Mid January 2025
TRUMP’S EXPECTED ECONOMIC POLICIES TAKE CENTRE STAGE IN MARKETS EQUITY MARKETS At the tail end of the reporting period, US stocks and bonds surged as data revealed a sharper-than-expected easing in core inflation, reducing to 3.2% in December from 3.3% in November, while headline inflation aligned with forecasts at 2.9%. The report fuelled optimism for […]
Market Pulse: Mid – December 2024
FIXED INCOME ON THE BACKFOOT AS REFLATIONARY RISKS RESURFACE EQUITY MARKETS Despite the upcoming holiday season, equity market volumes in the US recovered to levels higher than those observed in November. European equity benchmarks strengthened over the past two weeks, with Italy’s FTSE MIB index returning 4.41%, followed by Germany’s DAX index with a return […]
Market Pulse: End–November 2024
TRUMP WINS CONVINCINGLY THE US ELECTION AS COUNTRIES PREPARE TO A RAFT OF TARIFFS AND NEGOTIATION. EQUITY MARKETS The concept of ”America First” is evident in the US equity markets, which continue to outpace global peers. Small- and mid-cap equities in the US have garnered significant investor attention, with the Russell 2000 and the S&P […]
Market Pulse: Mid June 2024
MARKETS REBOUND HEALTHILY IN MAY, AS THE MARKET CHOOSES TO INTERPRET THE FED’S OVERTURES AS DOVISH. DONALD TRUMP’S DAY IN THE SUN CAME TO A CLOSE, AND UNSURPRSINGLY, AN APPEAL WILL BE LAUNCHED. EQUITY MARKETS US markets posted a firm riposte to April’s dip, with the S&P 500 gaining 5.0%, the Dow Jones Industrial Average […]
Market Pulse: Mid-April 2024 Recap
BY MID-APRIL 2024, THE STOCK MARKET BEGAN TO SHOW SIGNS OF UNEASE, MARKING A SHIFT FROM THE POSITIVE START TO THE MONTH. SEVERAL FACTORS CONTRIBUTED TO THIS GROWING VOLATILITY. Market on Edge: Major indices experienced some early gains but faced downward pressure by mid-April. A digestion has been expected for some time. Hotter Retail Sales: […]
Market Pulse: April 2024 Recap
APRIL PRESENTED A STARK CONTRAST TO THE PREVIOUS MONTHS, WITH MAJOR EQUITY MARKETS EXPERIENCING A BROAD-BASED SELL-OFF, AS DATA FORCED INVESTORS TO REAPPRAISE THEIR EXPECTATIONS FOR INTEREST RATES – IN THAT THEY BECAME A MORE DISTANT PROSPECT. Market Correction: All major indices closed the month in negative territory. Performance Drop: The S&P 500 led the […]
Market Pulse: End Of March 2024 Roundup
MARCH PROVED TO BE A STRONG MONTH FOR EQUITY MARKETS, EXTENDING THE POSITIVE MOMENTUM WITNESSED IN FEBRUARY. Volatility Continues to Fall: All major indices continued their upward trajectory, with broad-based gains across most sectors and volatility measures plumbing new lows. The Only Way is Up: Global equities continued their upswing in March, rising 3.1% in […]