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Investor sentiment was dampened this week by suggestions from various central banks that interest rates may have to stay at higher levels for longer, despite the US Federal Reserve, the Bank of England, the Bank of Japan and the Swiss National Bank all opting to pause...

It was a mixed week for global markets, with many different factors impacting markets. The US saw indications that inflation is coming down. Japan was boosted by China’s economic data, though the impact on Chinese markets was more muted due to the downturn in its...

Economic signals drove markets this week – in the US a stronger economy has led investors to worry about interest rates remaining elevated for longer. Meanwhile, Japan’s economy is proving to be less resilient than anticipated and China continues to show signs of a...

Markets bounced back strongly this week as a weaker labour market in the US leads investors to believe we may soon be approaching peak interest rates. Support the China’s faltering economy also boosted global markets. Meanwhile, inflation continues to show signs of...

Performance was negative for the major stock markets last week. The US experienced improved growth forecasts, whilst inflation in the UK and Eurozone eased.  Data from China continues to paint a gloomy picture for its economy and Japanese growth was better than...

Performance was negative for the major stock markets last week. The US experienced improved growth forecasts, whilst inflation in the UK and Eurozone eased.  Data from China continues to paint a gloomy picture for its economy and Japanese growth was better than...

Performance was mainly negative for the major stock markets last week. US interest rate expectations appear to be mixed, Japanese inflation appears to continually ease whilst China’s latest economic data release paints a gloomy picture. The near-term outlook for the...

A broad decline in markets were felt in the week, with Chinese stock markets being the exception. In the West, the US Labour market appears to be healthy and the Bank of England has raised its key interest rate to 5.25% points. The Eurozone has seen modest growth with...

Major stock markets advanced in the week, despite the US and European Central Banks increase their interest rates. Inflation in Japan remains above target. Meanwhile, China’s government pledging further support to boost the economy. Eyes are on the UK as the Bank of...

It was a fairly mixed week in the markets but clear signs of easing inflation in the US and UK, this helps to emphasise investors’ view that we may be approaching peak interest rates. With a fairly busy week for central bank around the world ahead of us, all eyes will...

Global markets were boosted by two key things this week. On one hand, positive signs that inflation was cooling rapidly in the US boosted investor sentiment as it could mean that interest rates may soon stop rising. Across the other side of the globe, further support...

Signs that the US central bank, the Federal Reserve, would likely continue rising interest rates impacted markets globally. In Japan, investors lock in profits from a stellar year for Japanese equities, whilst data out of Europe and China points to economic weakness....

Stocks were broadly positive this week, with inflation in major economies appearing to slow down. The UK is an exception here, where inflation is stickier. The US economy is showing signs of strength, Japan has stuck to its guns with low interest rates and Chinese...

Stocks closed lower last week, with sentiment in western developed markets driven mostly by inflation and interest rates. Following the Eurozone’s rate hike, the UK raised rates to levels not seen since 2008. China’s economic growth forecasts for 2023 has fallen...

It was another good week for markets, with investor sentiment boosted by the US Federal Reserve’s decision to pause interest rate increases. Meanwhile, China shows signs of willingness to provide support for the economy and Japan remains with its ultra-low interest...

US and Japan stock markets were boosted by economic optimism, whereas the Eurozone has entered a technical recession. China is continuing to struggle with sluggish post pandemic recovery. The UK property market shows decline, whilst the “Atlantic Declaration” has been...

With the US Debt Ceiling being suspended, US and Asian equities rallied. Inflation remains sticky in Europe and the UK. The Japanese economy remains strong with potential for further growth, whilst manufacturing levels in China are weaker than expected. Last week’s...

All eyes were on the US this week, focussing on the US Debt Ceiling negotiations, with a deal being struck over the weekend. Other things that investors kept an eye out for included signs of a stronger Japanese economy, a sluggish Chinese economic recovery, a...

Investors continue focussed on the three key variables – Firstly, economic growth, and specifically how deep or shallow any recession we have might be. Secondly, all eyes remain on inflation, which, whilst appears to be slowing, remains elevated. Finally, investors...

It was a relatively short week as many markets were closed on certain days for various holidays. Both the Federal Reserve and the European Central Bank rose interest rates, with indications that higher interest rates are likely to be around for longer than investors...

Markets rallied across the world as disruption in the banking sector begins to settle as regulators intervene to protect the financial system. Inflation remains problematically high around the world. China’s economic rebound gains pace whilst in the UK, the economy...

The last few weeks have been eventful, driven by turmoil in the banking sector. On Sunday 19 March, UBS agreed to purchase Credit Suisse and central banks across the world announced coordinated action to ease strains in financial markets. Markets reacted broadly...

Turmoil in the global banking sector dominated markets. Since 10th March, two US bank, Silicon Valley Bank and Signature Bank have collapsed – we discuss the details in a special podcast interview. In Europe, Credit Suisse was in the limelight following Saudi Bank’s...

Signs that interest rates could carry on rising for longer dampened investor sentiment across the globe. In China, a lower economic growth target also weighed on markets. The financial health of Silicon Valley Bank (SVB) was also a focal point towards the end of the...

After weeks of losses, markets delivered positive returns across the board. In the US, mixed economic data meant investors took a breather. Japan gets a boost of optimism, whilst in China, despite strong data, the growth expected for 2023 is likely to underwhelm....

It was a challenging week for markets – higher inflation numbers point to potentially larger interest rate hikes, whilst economic activity in many parts of the world appears to show more resilient economies. This would allow central banks to continue raising interest...

Broadly speaking markets were down across the world – for various reasons, but clearly focused on what’s next for central banks. In the US and Europe, any signs from the central banks on what’s next continues to drive markets. In Japan, investors await news on who the...

The US Federal Reserve, the Bank of England and the European Central Bank all raised interest rates this week as widely expected. But investors focused on their narrative after these interest rate hikes. In the US, things are getting better but the Fed is taking baby...

Investor sentiment is boosted globally as data suggests that the global economic picture may not be as bad as previously anticipated. All eyes will be on the Federal Reserve (US Central Bank), European Central Bank and Bank of England this week as they meet to decide...

Recession concerns come back to the forefront, dampening investor sentiment, and breaking the 2023 market gains for Western economies. Over in Asia, demand was boosted by better-than expected data coming out of China. Last week’s performance – major stock markets...

*On behalf of everyone at Omnis Investments, we’d like to wish you a Happy New Year* 2023 has begun with most markets in green led by strong jobs data in the US and falling inflation in Europe. Last week’s performance – major stock markets   S&P 500 +1.45%...

This week, investors were (yet again) focused on interest rates. From suggestion by the central bank in the US, to falling inflation in Europe, markets were lifted on expectations of slower interest rate hikes from here. Development in China has led to a review of its...

Overall markets were positive over the week. Investors were broadly focussed on any indications that would allow central banks to slow down the pace at which they raise interest rates. Signs of economic slowdown and that inflation may soon begin to fall set the scene...

It was a mixed week for markets around the world. In the US, investors continue to look for reasons for the Federal Reserve to slow its interest rate rises. High inflation and poor economic data in Japan weighed in markets, whilst in China investors balanced their...

Markets around the world rallied, with the news that inflation appears to be slowing in the US, boosting investor sentiment around the world. A relaxation in China’s zero-covid policies provided some further support in Asia. Meanwhile, economic contraction in the UK...

Broadly speaking, markets had a strong week with continued focus on what central banks around the world are likely to do going forwards. Markets are expecting interest rate hikes to become smaller in size going forwards. In the UK, a new Prime Minister focused on...

Markets broke a string of losses with most major stock markets reporting positive returns for the week. All eyes remain on the Federal Reserve and how it continues to raise interest rates. Political turmoil dominated markets in the UK with ripple effects on global...

Inflation in the US remains elevated, paving the way for further large interest rate hikes. Economic news out of China looks poor, but support from the central banks supported markets. The UK economy contracted in August and unemployment continued to fall. Meanwhile,...

Markets broke a string of losses with most major stock markets reporting positive returns for the week. All eyes were on economic data in the US and what this could mean for future interest rate hikes. Despite a very strong start in markets, some of the gains were...

Last week was all about the UK. Markets did not react kindly to the announcements made by the Chancellor on Friday 23rd September, and we saw instability in UK financial markets, particularly in UK government bonds and the British Pound. On Friday 30th September, we...

*** Omnis Investments would like to offer our deepest condolences to the royal family. Her Majesty Queen Elizabeth II spent her life dedicated to the service of her people, led by example, and gave herself to her country and the commonwealth. May she rest in peace.***...

Markets continued to digest the implications of aggressive interest rate hikes by global central banks, led by the US Federal Reserve. Meanwhile, Japan’s Yen plummets to a multi-decade low and China faces further economic turmoil as Covid-19 cases spike. Inflation in...

Broadly speaking markets continue to worry about aggressive interest rate hikes given the very high levels of inflation we are seeing around the world. Data coming out of China points a weaker economy and comments from central banks during the week added to investors’...

All eyes were on the US, particularly focussed on inflation data for the month of July. Signs that inflation may be peaking boosted confidence around the world. Political stability in Japan, rising Covid-cases in China, economic support for the cost-of-living crisis...

It was the Bank of England’s turn this week to raise interest rates aggressively, following aggressive hikes by the European Central Bank and the Federal Reserve in recent weeks. Strong jobs data coming out of the US suggests that central banks may have to continue...

Despite the Federal Reserve raising interest rates aggressively, global investor sentiment was boosted by the fact that in the face of a slowing economy, the Federal Reserve in the US could slow down its interest rate rises from here. The focus around the world stays...

The US begins to see clear signs of a slowing economy and inflationary pressures beginning to fade, whilst the UK inflation continues to rise. The Japanese central bank bucks the trend and keeps interest rates low as the European Central Bank raises interest rates....

Investor sentiment was boosted somewhat last week as slowing economic growth and signs that inflation could be peaking soon could mean that central banks tone down their approach to raising interest rates aggressively. Political news dominated last week, with Boris...

After taking a breather in the previous week, markets returned to its losing streak, with pessimism centred around economic growth deteriorating and the impact that the actions of central banks around the world could have on tipping economies into a recession. Markets...

Markets took a breather this week, which came from the realisation that economies are slowing down, which should in turn help tame inflation and take the pressure of central banks applying the brakes too aggressively. Of course, there is still a lot of uncertainty...