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Market Insights – December 6, 2021

China’s tech stocks have been targeted by both US and Chinese regulators, triggering a fresh wave of panic and volatility on the stock markets. Investors are worried about the growing risk of Chinese companies being delisted from US stock exchanges. Stocks with a secondary listing in Hong Kong have also been affected even though they are fully fungible in both markets…

Market Insights – November 29, 2021

Concerns about the new COVID-19 variant sparked panic on the markets late last week. This was no doubt exacerbated by lower trading volumes over the Thanksgiving holiday. The downtrend prompted a welcome decline in investor sentiment indexes, which are now back in neutral territory after reaching extremely bullish levels…

Market Insights – November 22, 2021

There was no shortage of good news in the USA last week. Economic indi-cators came in much better than fore-cast. Retail sales, in particular, rose sharply in October, while industrial output and the real estate market were also robust. The stage is set for the year-end rally to continue on the US stock markets…

Market Insights – November 15, 2021

Germany’s ZEW Indicator of Economic Sentiment was up sharply in Novem-ber, its first rise in six months. This suggests that analysts expect the current supply chain problems to be short-lived, which would pave the way for an uptick in growth in 2022. This is good news for Germany and for Eu-rope as a whole and could mean that the worst is now behind us…

Market Insights – November 8, 2021

Late last week, Pfizer published trial results that show its COVID-19 antiviral is very effective against high-risk cases. The molecule could soon be added to the array of COVID-19 treatments available and thus hasten the end of the pandemic. The markets welcomed the news, with tourism-related stocks doing particularly well…

Market Insights – November 1st, 2021

So far, 55% of European companies that have reported their earnings have beaten the consensus forecasts, while 19% have fallen short. If this trend continues, the current earnings season could be just as strong as the last. The reaction from stock markets has been mixed, suggesting that much of the good news had already been priced in…

Market Insights, October 25, 2021

On the bond markets, long-term inflation expectations are once again heading upwards. This seems to have been triggered by the recent rise in energy prices. It has put added pressure on the leaders of the world’s major central banks as they consider normalising monetary policy in the near future…

Market Insights – October 18, 2021

The Chinese economy continued to lose steam in Q3. GDP grew 4.9% year on year, in line with consensus forecasts. While industrial output and capex were weighed down by the property sector and power shortages in September, retail sales increased by more than expected…