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Archinomics weekly update: Monday 22 February...

Article | Podcasts | 23/02/2021

Equity and bond market performance diverged further, given mounting expectations that stimulus-fuelled demand could spill over into higher inflation. The week ahead will bring fresh sentiment surveys, as well as inflation and GDP data from the US and other major economies.

Archinomics weekly update: Monday 14 December...

A risk off week saw US jobless claims jump, reflecting a sharp rise in Covid-19 cases, while support packages buoyed government bond markets.

Podcast - On the 2021 investment radar

Article | Investments | 11/12/2020

It’s been called ‘the year to forget’, but there is no denying that 2020 has been a memorable year.

Archinomics weekly update: Monday 07 December...

Equity and commodity markets rallied further on a raft of positive news, including developments on the Covid-19 vaccine and the long-awaited US stimulus package. 

Archinomics weekly update: Monday 30 November...

Markets moved towards a strong close to November, boosted by positive sentiment on both vaccines and economic reflation. 

Archinomics weekly update: Monday 23 November...

Equity markets were boosted by positive Covid-19 vaccine news, with Europe a marked outperformer. 

Archinomics weekly update: Monday 16 November...

In a classic risk-on response, equity and credit markets were boosted by more clarity on the US election results, as well as promising developments on a Covid-19 vaccin

Archinomics weekly update: Monday 2 November 2020

US equity markets were knocked by dual uncertainty, namely the spread of Covid-19 and imminent presidential elections, while US bond markets responded negatively to prospects of greater government spending under Biden. 

On the investment radar

Podcast and pdf article

Since tumbling in March as the world locked down, financial markets have staged a spectacular rally. US equity markets are back to all-time highs and Apple has become the world's first $2 trillion company. Not only equities, but bond markets and commodities such as gold have also bounced sharply.

Archinomics weekly update: Monday 6 July 2020

Improving data from major economies pushed equity markets higher, while also boosting inflation linked bond markets and gold.

Archinomics weekly update: Monday 29 June 2020

Equity markets took fright at an upward spike in US Covid-19 cases, while government bond markets reacted positively to weaker growth forecasts. 

Archinomics weekly update: Monday 22 June 2020

The world’s major economies, the US and China, sent mixed signals on the pace of recovery, although in both areas the consumer is coming back strongly. 

Archinomics weekly update: Monday 15 June 2020

Our expert panel discuss a risk off week, with negative catalysts being US Federal Reserve (Fed) commentary on the pace of recovery and downbeat forecasts from the OECD.

Archinomics weekly update: Monday 8 June 2020

Strong US jobs data provided a catalyst to equity markets, which are anticipating a V-shaped recovery. 

Archinomics weekly update: Monday 1 June 2020

Equity markets had a good week as lockdown measures eased across the world and Europe and Japan announced recovery packages. 

Archinomics weekly update: Monday 18 May 2020

Equity markets weakened on discouraging rhetoric from the US Federal Reserve, as well as rising US/China tensions. 

Archinomics weekly update: Monday 11 May 2020

Today we discuss how markets are looking through appalling US unemployment data and grim economic forecasts, anticipating a sharp rebound later in the year.

Archinomics weekly update: Monday 4 May 2020

In the week when Shell took the historic decision to cut their dividend, we discuss developments in the oil market and prospects for improvement in the  supply/demand balance.

Archinomics weekly update: Monday 27 April 2020

Further stimulus measures across the globe met weaker earnings expectations, while oil grabbed the headlines.

Archinomics weekly update: Monday 20 April 2020

It was a very strong week for the US last week with the S&P 500 Index up 3%. This was driven by the consumer discretionary (or non-essential goods and services) sector, prompted by really strong performance for Amazon.


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