Market Update January 2025
Andrew’s Views The final quarter of 2024 was marked by developments in many parts of the world, with the highly polarising US Presidential elections, following on the heels of the UK’s highly anticipated Autumn Budget. Throughout the last three months of 2024 we saw a shift in many global economic conditions, with the direction of [...]
Market Update December 2024
Andrew’s Views Last week was Thanksgiving weekend in the U.S. This important holiday tends to bring a gentle slowdown in activity. American markets were closed on Thursday 28th November and had a shorter trading day on Friday, allowing many investors to take a long weekend. The week was relatively quiet for markets due to the [...]
Market Update November 2024
US Global equities reached a new high last Monday, before cooling a little throughout the week. This is an appropriate time for the post-election euphoria to cool and for some details of the new regime to emerge, despite President-elect Donald Trump not taking office until 20 January. Last week saw confirmation that both houses of [...]
Market Update – October 2024
Andrew’s Views ‘But’ Economies throughout the world are doing well at the moment. News last week regarding US jobs data was significantly better than expected meaning that the chance of a recession is becoming less and less likely. China’s fiscal stimulus is having the desired effect with Chinese equities rising 20% at one point. Economists [...]
Market Update September 2024
Andrew’s Views (Market Update) It’s all about Nvidia Last week was supposed to be all about Nvidia’s earnings results, which took place just after the U.S. market closed on Wednesday. Many analysts described the release as one of the most important corporate results in history, even perceived by some as more influential than last week’s [...]
Market Update – August 2024
Andrew’s Views Things had been going very well during July, and I had written a very different market update, and then on the very last day of the month we saw some huge falls across the world. Whilst most of the volatility has calmed and the losses mostly clawed back, Japan saw the largest falls. [...]
Market Update July 2024
Andrew’s Views Markets continued with modest gains in June, with most of the news being about politics rather than economic or corporate news. This is an election heavy year with both the UK and France’s elections having taken place and the US election coming in November. There were some concerns that the far-right in France [...]
Market Update June 2024
Andrew’s Views Markets fell worldwide at the end of April, with the exception of the UK. The FTSE 100 has recently not only closed above 8,000 for the first time, but then within a month closed over 8,400. Most worldwide market have since not only recovered their April losses, but went on to further rises [...]
Market Update May 2024
Andrew’s Views Markets mostly held on to their gains in April, but very few reached new hights. Resilient data from both the US and the UK have made for some surprising results. The UK has left it’s recession earlier than expected and the US’s expected recession due from the fast and large interest rate raises [...]