Global financial markets navigated mixed signals from central banks, with US and European policymakers leaning towards rate cuts while Japan maintained its dovish stance. Inflation trends, regulatory challenges in tech, and commodity price dynamics shaped the week’s movements.
Land of the rising bond yields
The global financial landscape during this period was shaped by central bank policies and economic resilience in the US, contrasted with challenges in Europe, China, and Japan. Inflationary pressures and mixed growth signals continued to influence market behaviour globally.
Monthly viewpoint – December 2024
For the second year in a row, global equities are on course for double-digit gains, far out-pacing returns from bond markets. So far this year,
Inflation kills US administrations
The global economic outlook remains cautious, with inflation concerns persistently challenging growth prospects. Central banks, including the Fed and ECB, are adopting gradual approaches to policy normalisation, while geopolitical risks weigh on market sentiment.
Glittering prize
Financial markets globally showed cautious movements, influenced by US political shifts, central bank policies, and persistent global economic uncertainties. Protectionist policies and interest rate signals were pivotal drivers of sentiment.
The price of patience
Global markets were shaped by the US election and Federal Reserve rate cut, fostering initial optimism but ending the week on a volatile note as inflation concerns, and mixed economic data weighed on sentiment.
Stars, stripes & spikes
This week highlighted cautious optimism across global markets, driven by the US Presidential election, corporate earnings, economic data, and central bank policies.
Monthly viewpoint – October 2024
“The immediate market reaction following the election result was much more muted than 8 years ago, with moves mostly continuing the pattern of recent trading but volatility subdued”