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 […]
Market Pulse 15th March 2024
MARKET ON THE RISE Stock markets continued its positive trajectory from the beginning of the month. This positive trend was fuelled by several key factors PERFORMANCE HIGHLIGHTS Underinvested sectors play catch up: Small Cap stocks beginning to outperform large cap brethren, as stock market rally broadens. New Leadership: US small caps leading the charge, and […]
Market Pulse: February 2024 Review
EQUITY MARKETS February saw a continuation of the cautious optimism observed in January, with major indices posting solid gains across the board. Performance Highlights: The Dow Jones Industrial Average rose by 0.97%, the S&P 500 climbed 3.99%, and the Nasdaq Composite achieved an all-time high, surging by 4.14%. The CAC 40 and Dax also say […]
Market Pulse: January 30, 2024
GLOBAL STOCK MARKETS FINISHED JANUARY WITH MIXED RESULTS, REFLECTING A MONTH OF CAUTIOUS OPTIMISM AND SOME PROFIT-TAKING, GIVING BACK SOME OF THE GAINS POSTED MID-MONTH. MONTHLY PERFORMANCE US Market Performance: The Dow Jones Industrial Average closed the month up 0.3%, the S&P 500 slipped slightly by 0.1%, and the Nasdaq Composite retreated by 0.8%. Global […]