US market review: Fed updates its inflation policy
The number of Covid-19 cases in the US rose to over six million during August, with more than 182,000 deaths recorded. Schools and colleges have been slow to reopen, and this is likely to affect consu...
16th Sep 2020
US market review: Fed cuts rates in September
As expected, the US central bank implemented its second cut in interest rates since 2008 during September.
15th Oct 2019
Macro Matters blog: Here we go again
Our medium-term view on markets is changing. Recession probabilities are increasing and trade wars are not helping. This makes us shy away from buying during market dips.
Legal & General Investment Management
16th Aug 2019
The Week: A new world order threatens capitalism
After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?
8th Aug 2019
The Week: China GDP: time to panic?
There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?
18th Jul 2019
Global update: Brexit: no further forward
The third anniversary of the Brexit referendum came and went in June, and still the issue of Brexit remained up in the air.
4th Jul 2019
Global bond market review: Trade conflicts driven down yields
Bond yields fell during May as the trade conflict between the US and China took an unexpected turn.
12th Jun 2019
The Week: Wobbly markets
Markets have been wobbly this week as the China/US truce appeared to be in jeopardy.
9th May 2019
US market review: Bull market celebrates its tenth birthday
The US bull market became the longest bull market in the history of the S&P 500 Index during March, celebrating its ten-year anniversary on 9 March.
17th Apr 2019
The Week: Has the US economic miracle come to an end?
The volatility in markets this week appears to have been caused by a belief that the US economic miracle is about to come to an end. Trump only has himself to blame
25th Oct 2018
Tue, 2nd, Feb
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