Review of the week: Outline of a bear market… Stocks are flirting with levels that delineate a depressed market. The mood is gloomy and the risk ...
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Review of the week: The balancing act is back... Central bankers have spent years focussing their efforts on fighting deflation. Now that long-dorm...
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Review of the week: The dollar ascendant... US monetary policy is tightening, sending the greenback higher. This should ease US inflation eve...
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Market Commentary and Corporate Update I just learned this week that May 4th is Star Wars Day – “May the Fourth be with you.” The force sur...
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Review of the week: Behind the times... Central banks, squarely behind the curve, are preparing to raise rates swiftly. Inflation should be peaking...
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Review of the week: The money squeeze... People are starting to react to increases in the cost of living, cutting non-essentials and spending less....
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Review of the week: A muddled view The war in Ukraine has dampened global growth as waves of COVID-19 continue to roll across the world. Meanwhile,...
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Stone Dividend Growth Class Update – March 31, 2022... March capped off a head-spinning quarter for both geopolitical events and the invest...
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Review of the week: Tipping the scales Western central banks are trying to rebalance the scales in bond markets without causing a panic. Meanwhile, C...
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Review of the week: A Pinch and a Punch... Cost of living fears seem to be peaking in the UK as a raft of important protections end. How will the e...
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Review of the Week: An economic rerun of the 1970s? The 1970s suddenly seem relevant again given soaring oil prices, high inflation and rising inte...
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Review of the week: Bourses Bounce Back... This year has been grim so far, yet equities recovered much of their losses last week. Meanwhile, oil pr...
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Review of the week: Changing point... Commodity markets are fuelling further inflation and putting global growth at risk. Central banks have shown ...
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Review of the week: The tie that binds The war in Ukraine has united typically quarrelsome European states against Russian aggression. Meanwhile, uni...
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Review of the week: Defiance Russia’s invasion at first wrong-footed both Ukraine and the West, but the defenders’ resolve has been tougher tha...
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Review of the week: Back to the shops UK retail sales bounced back after a COVID-crushed Christmas. Yet the longest income squeeze since Sir Robert...
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Review of the week: War looms... Talks to ward off conflict over Ukraine are failing and a Russian invasion is reportedly imminent. Is it brinkmans...
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Review of the week: Bank on a tough year... The Bank of England seems poised to raise interest rates aggressively to combat inflation, yet its expl...
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Review of the week: Tighter money... The years of loose money are coming to an end. That will cause some short-term upheaval in markets, but if eco...
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Review of the week: Getting ahead of the Fed... Bond yields have been climbing almost as much as investors’ worry levels. Pausing to remind ourse...
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Review of the week: Just like the old days... With COVID cases starting to roll over – in the UK at least – and investors settling down for som...
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Review of the week: A strange and profitable year... Another COVID-blighted year has passed. Yet, for all the turmoil, 2021 was a great one for mar...
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Review of the week: Christmas at Risk | Yielding Insights... Déjà vu in the UK. With COVID cases mounting once again and restrictions piling ...
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Review of the week: Still Plenty of Punch in the Bowl... Market sentiment has been swinging wildly lately, but in this week’s review chief invest...
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Review of the week: It’s all Greek now... A new strain of COVID-19 has further fogged up unclear forecasts about what winter will bring for house...
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Review of the week: COVID season... It’s shaping up to be another winter tarnished by the virus. As if central bankers needed more complexity on ...
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Review of the week: A different climate... The outcome of COP26 has left many people feeling blue about our fight to stop global warming. But that di...
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Review of the week: Monetary policy parachute... At the peak of worries about higher interest rates, central bankers have reiterated their laissez-...
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Review of the week: Big ambitions, bigger uncertainties? The eyes of the world are watching COP26 for bold action on climate change. Meanwhile, the...
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Review of the week: Fortune-telling statistics... Official statistics are in flux as UK policymakers ponder their plans for the future. Meanwhile, ...
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Review of the week: Tug-of-war… Investors grapple with change as inflation rides higher and economic growth bounces back. Central bankers must co...
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Review of the week: Bonds go bananas... Bondholders sell government debt aggressively as inflation concerns mount, but are investors overpaying for...
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Review of the week: Furlough’s End... Arguably the greatest welfare programme in UK history has come to an end. That should bring clarity to labo...
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Review of the week: The price of money... Higher inflation is starting to leak into central bankers’ plans for interest rate hikes and 'tapering'...
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Review of the week: Evergrande, nevermore? China’s largest property developer is all but bust, throwing the market into disarray. Back in the UK,...
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Review of the week: Breathing space… The children have returned to classes and the adults seem to be drifting back to the office. The pandemic st...
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Review of the week: Are labour markets working? Labour markets are struggling to get to grips with new post-pandemic supply and demand dynamics. Me...
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Review of the week: Red Dawn… China reminds everyone that communists like to meddle in markets. Meanwhile earnings are booming in the West as the...
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Review of the week: Up and down... Stock markets are bouncing between good news and bad. Meanwhile, crunch time approaches for US lawmakers on the ...
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Review of the week: Breakout... England dispenses with all restrictions as infections multiply. At home, as overseas, completing the vaccination dr...
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Review of the week: Reaching for the Heavens... Virgin Galactic pushes the frontiers of tourism yet higher with a successful passenger shuttle flig...
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Review of the week: Celebrations, American style... US markets make new records just in time for Independence Day. While Americans take a day off, ...
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Review of the week: Midsummer mojo? Stock markets have regained their positive momentum, but don’t expect a balmy and tranquil summer ahead. ...
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Review of the week: Federal foresight... The US central bank’s nod to the surging American recovery frightened markets last week. These wobbly mo...
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Review of the week: Laborious statistics... Jobs are the key to true recovery and the best clue to the path of longer-term inflation. Meanwhile, th...
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Review of the week: A Changing Tune… After an austere run for many years, the mood music for global companies seems to have stepped up a beat. Bu...
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Review of the week: Making a Change… Breaking the inertia of old habits can be revitalising. Brits are up for a change and that could spark a reg...
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Review of the week: Stuck in inflation fixation? ... Inflation concerns aren’t receding despite policymakers’ best efforts. Expect more inflati...
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Review of the week: One-track mind... Inflation is all investors can think about right now, causing stock markets to wobble a bit. More focus should ...
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Review of the week: Power of Positivity... Be the change you want to see in the market. When it comes to economics, sentiment is a heavy influence....
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Review of the week: Getting There… An economic upswing is in force in the US and UK, even Europe is getting its act together. A full-blown boom m...
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Review of the week: Earning Favour… Company profits are bouncing back fast in 2021, but we are not out of the COVID cavern yet. If the virus rema...
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Review of the week: Fun, in a coat... The air is cold but the company is warm. England wraps up for the reopening of pubs and restaurants. E...
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Review of the week: A chill wind blows... A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lowe...
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Review of the week: Resurrection... The US economy is rocketing towards recovery, with jobs, confidence and output soaring amid a strong vaccinatio...
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The delicate web of trade... The strands of trade connecting markets are as important to our living standards as they are fragile. A stranded ship in...
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Review of the week: Calm in the eye of the storm... As the fight against COVID-19 continues, economies are beginning to reopen. Are we about to exp...
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Review of the week: Cheques and balances... The average American family has received $11,400 of government cheques since the pandemic began. That...
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Review of the week: America Rising… The US is about to turn on the spending taps once again to combat the effects of the pandemic. This time it c...
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Review of the week: Bond vigilantes... When bond markets move, governments and stock markets take note. A swift rise in yields has rattled equities...
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Review of the week: Sprouts of Spring… Flowers, hopes and yields are rising as spring approaches. Still, the UK government is only very cautiousl...
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Review of the week: Profits are Back… Company profits are bouncing back earlier than expected. How quickly will our economies come back to life o...
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Review of the week: Ghosts of the past... Are we due a re-run of the Roaring Twenties? And if so, what does that mean? A look back at the world’s l...
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Review of the week: Like birds in the sky... When the going gets weird, the weird turn pro. The GameStop upheaval on Wall Street is part of the ongoi...
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Review of the week: No guarantees... Markets have had a stellar run, despite mixed news on inoculations. It’s in everyone’s interests for asset p...
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Review of the week: E pluribus unum... One President will be sworn in as his predecessor is set to be impeached. What matters for the US now is a u...
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Review of the week: A holiday like no other... While we were all cooped up inside, everything was happening out there. Breakthroughs on Brexit and ...
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