Inflation is a hot topic for capital markets at the moment. Green shoots of an economic recovery are coming through all over the world, and investors are betting on a post-pandemic boom. Meanwhile, both monetary and fiscal policy is expanding, while consumers and businesses are regaining confidence to spend and invest. This is expected to…
Things are looking good for President Biden as his hundredth day in office passes. The US economy grew by a very healthy annualised 6.4% during the first quarter. While overall growth was a little less than expected, personal consumption accelerated more than 10%. The reason this is not proportionally reflected in GDP growth is because…
After last week’s lull in global equity markets, most regions recovered their previous highs this week, albeit in somewhat lacklustre trading patterns. Just as there were several reasons why markets were in a bad mood last week, there are many reasons for the more positive outlook this week. Those who were most fearful of geopolitical…