This time three years ago, we wrote a blog wondering if we’d seen an end to Eurozone-inspired summer volatility. This week, we’re wondering if what looks like an economic turning point and some surprise central bank moves will herald volatility’s return. Political uncertainty, contradictory data and central bank surprises might just be enough to break through this QE-assisted calm … More Will volatility return this summer?
Well, we said it could be a pivotal month! I confess that I didn’t have this exact scenario in mind, but it does seem to follow recent global trends of polarised politics and electorates looking for something new. This is still – as they say in 24 hour news circles – a ‘fluid situation’. But, today I … More Where do we go from here?
Could June once again herald a shift in the capital landscape? Once again we have a major UK poll and significant central bank meetings against a backdrop of oil price uncertainty. So this week we look back at June 2016, look forward into June 2017 and explore why deal making shouldn’t, but may stutter later … More (Another) Pivotal June?
This week we highlight seven charts, taking us through the maelstrom of market themes that we take into summer. It is still a hopeful picture, but not as benign as some indices suggest. Liquidity may smooth over a multitude of stresses for some time yet, but some pinch-points are still emerging.
How confident are UK companies? Our latest UK Capital Confidence Barometer (CCB) shows UK companies surveying the world, acknowledging the risks and adapting to new circumstances. Confidence in the economy and markets is still there, but companies also expect less growth to come from organic sources as they adapt to new economic patterns. So, this … More Confident?
Just the first round of the French Presidential election, new US tax plans, sterling at a seven-month high and more big deals…. Can we cover all this in 800 words and give you the low-down on our latest EY Quarterly Profit Warning report and 16th Capital Confidence Barometer? Yes – and we begin and end … More Just another quiet week…
When we said the second quarter would bring new challenges, a snap UK general election wasn’t on our minds, but political uncertainty was. Therefore, it’s interesting that markets currently seem to be pricing in greater certainty as a result of this week’s announcement. We don’t know if this election will run more to script than … More What does the general election mean for capital?