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HIGHLIGHTS OF THE WEEK – December 5 United States• Bonds sold off for the fourth consecutive week, while equity markets are set to decline for the first timesince the U.S. elections.• Investors have likely engaged in some profit taking in advance of next week’s events which could triggerincreased market volatility. Sunday will see Italians voting …
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HIGHLIGHTS OF THE WEEK – November 28 United States• U.S. stock markets continued to rise, with all three major indices reaching record highs. Economic dataon the domestic front was generally constructive, with a number of indicators surprising to the upside.• The Fed minutes released this week confirmed what many already believed, mainly that the economy …
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HIGHLIGHTS OF THE WEEK – November 14 United States• Donald Trump won a surprising victory in the U.S. election, making significant gains in traditionally Democraticstates to take the majority of Electoral College votes. Less than 0.2% separated the candidate’stallies in the popular vote, revealing a deeply divided America.• Equity market reaction to the Trump victory …
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HIGHLIGHTS OF THE WEEK – November 7 United States• Markets continued to adopt a risk-off bias this week, as investors saw through most of the positive domesticdata, and remained fixated on the uncertainty surrounding the highly anticipated results of next week’spresidential election.• Strong data out of the U.S. continued to support our view of a …
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