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Preliminary PMI survey data showed economic growth slowing in the US and UK as strong pandemic rebounds showed signs of fading. In contrast, a reopening of economies in the eurozone and Japan helped drive improvements, helping to offset weakened manufacturing performances arising from...
Concerns over the worsening inflation outlook were meanwhile flamed by another near-record surge in firms' costs during April. The S&P Global/CIPS composite PMI™ fell from 60.9 in March to 57.6 in April, according to the preliminary 'flash' reading. Service sector selli...
It could be an interesting start to the week depending on who wins the second round of elections in France on Sunday. The blackout period means there’ll be no commentary from the Federal Reserve next week. Earnings season is well underway though and there’s plenty of...
Production and demand growth was subdued by a combination of headwinds, including the Ukraine war and new COVID-19 related disruptions - notably in China. In Europe, the Ukraine war took a toll on production growth, most prominently leading to renewed falls in output in Poland and the...
Stock markets fell in the first quarter as Russia’s invasion of Ukraine destabilized the growth outlook, amplified concerns about rising interest rates and unleashed geopolitical risks. While the conflict has created many uncertainties, we believe the impact of persistent infla...
The magnitude of the war’s impact on growth and inflation will be determined by how much and for how long energy prices rise. The war, economic sanctions and the associated rise in energy costs are likely to exacerbate global shipping impediments, too, which had begun to recove...
As we head into the second quarter, it seems the list of economic concerns is growing rather than shrinking and yet equity markets find themselves in a very comfortable position. The rebound from the post-invasion lows has been impressive, to say the least, but whether it’s sus...
U.K. equities have generally underperformed their global peers consistently over the last decade. Higher inflation has led to higher commodity prices across precious metals, industrial metals, and agriculture. Even with an attractive valuation and yield environment, fund flows do ...
Investors appear remarkably calm at the moment given the level of uncertainty we’re facing this year, from inflation to interest rates and even Covid, when you consider China is still embracing lockdowns. Throw soaring commodity prices into the mix and there’s plenty of ...
The UK PMI surveys indicated a sustained robust pace of expansion in March as the further reopening of the economy from COVID-19 containment measures helped offset headwinds from the Ukraine war, Brexit and rising prices. Price pressures have spiked higher due to increased energy and ...