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Market Review

Weekly Market Review (18 Nov 2019) - What happened & What's next?

Global indices closed the week with mixed performance. The decline was mainly due to lack of meaningful progress on US-China trade deal, protests in HK and weak economic data dampening investor confidence.

Weekly Market Review (11 Nov 2019) - What happened & What's next?

Global indexes posted gains last week, buoyed by more positive news on trade deal as well as better than expected China’s data . China’s foreign ministry sent positive signals about trade talks last Tuesday, saying the two presidents are in contact and progress is being made on the negotiations.

Weekly Market Review (04 Nov 2019) - What happened & What's next?

US Equities posted another week of strong gains (SPX +1.5%, MXASJ +1.8%) as global Central Bank’s driven easier financial conditions, better than expected earnings and continued easing in geo-political risks related to a hard-Brexit and US-China trade tensions lifted equities higher. First, the Fed delivered a widely expected 25bp rate…

Weekly Market Review (28 Oct 2019) - What happened & What's next?

•    Global equities ended the week in the positive territory on the back of positive momentum on trade talks and earning surprises. In the US, 40% of S&P 500 companies have reported 3Q results, out of which 80% have reported positive EPS surprises. However, 4Q guidance is somewhat weak, while…

Weekly Market Review (21 Oct 2019) - What happened & What's next?

Asian equities were boosted by two major positives last week. US-China announced a narrow-short term deal; while the UK entered into a deal with EU on Brexit possibly culminating into an orderly Brexit thus reducing tail risks.

Weekly Market Review (14 Oct 2019) - What happened & What's next?

Global Indexes ended higher last week due to improvement in trade deal. In the beginning of the week, markets ended in red as investors were spooked after the US government blacklisted several Chinese firms (these companies are accused of violating minority human rights). However, Trump met with China’s Vice Premier…

Weekly Market Review (07 Oct 2019) - What happened & What's next?

Global Equities dropped throughout the week, dragged by weaker economic data from the US and from Europe, especially weighed by 1) the ISM manufacturing and non-manufacturing numbers, 2) by even weaker final Eurozone PMIs vs the flash releases and 3) after Germany’s five leading research institutes slashed their forecasts for…

Weekly Market Review (30 Sep 2019) - What happened & What's next?

Global indices ended the week lower with Dow Jones and S&P 500 declined by -1.0% WoW and -0.4% WoW, respectively. In the US, news has been focusing on the potential impeachment of President Trump, which could create uncertainty on the political situation heading into 2020 presidential election.