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Archinomics Weekly - Monday 6th September 2021

one year ago

the
MARKETS

Equities

US stock markets hit all-time highs again last week, led by the tech-focused Nasdaq. European markets were also slightly higher. It was a stronger week for Asian and emerging markets, with China gaining 1.7% and Japan’s Nikkei 225 rising 5.4%.

Bonds

After disappointing US jobs data, US Treasury prices finished the week lower (and yields were higher). European government bonds followed suit. Investment grade corporate bond prices were also lower in both regions, but high yield bond prices rose.

Currencies

The US dollar was weaker across the board last week. Sterling was flat against the euro but rose against the dollar and the yen, while the euro was also stronger against the dollar and the yen.

Commodities

Brent Crude oil was slightly weaker last week, finishing at $72.60 per barrel. Copper and other industrial metals finished the week higher on an improved demand outlook.

Responsible investing

US and German regulators launched an inquiry into asset manager DWS, after claims that it misrepresented its ESG analysis capabilities.

MACROECONOMIC
UPDATE

US non-farm payrolls came in far below expectations. The US economy added 235,000 jobs in August, against an expected 733,000.


China’s Caixin manufacturing purchasing managers’ index (PMI) reading for August came in at 49.2, signalling a contraction in economic activity.

on the
RADAR

Chinese import and export data will give a fresh insight into how the Chinese economy has handled the latest outbreak of the Delta variant.


The European Central Bank (ECB) will provide its latest interest rate decision.

Listen to our weekly podcast for more information and our experts’ insights.

Architas

Latest investment news

Insight

Archinomics Monthly - February 2023

Article | Investments | 06/03/2023

Tensions between the US and China rose after the US shot down a balloon, which it alleged that China was using for the purposes of espionage. The US also warned China against supplying Russia with weapons, saying it could risk escalating the war in Ukraine.

Insight

Archinomics Monthly - January 2023

Article | Investments | 06/02/2023

The headline rate of inflation continued to fall across most economies. US consumer prices rose at an annual rate of 6.5% for December, the lowest rate since October 2021, while headline eurozone inflation eased to 9.2% compared to a peak of 10.6% in October 2022. 

Insight

Archinomics Monthly - December 2022

Article | Investments | 09/01/2023

China pivoted away from its zero-Covid policy, with the authorities refocusing on consumption and industries such as technology and property. Infection levels surged as testing and quarantine requirements were removed.

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