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Over the summer, global equities hit a new all-time high, driven by a strong performance in Energy, Large-Cap Tech, and Financials. However, as we entered September, the market turned more cautious, as the drivers of returns shifted to inflation concerns and the long end of the bond market. Renewed escalation in the U.S.–Iran conflict, attacks […]
Dark political clouds are gathering fast over Europe, and nowhere is this more strikingly evident than in Germany. The election in Saxony-Anhalt on September 6th ended with the CDU scoring 5 points below the polls, and last weekend’s election in Mecklenburg-Vorpommern marked the first time in post-war history when the CDU did not make it […]
The Fed’s latest communication is helping restore its inflation fighting credibility. Last week, the Federal Reserve raised rates by 25 basis points, in line with expectations. The tone was hawkish, with Chair Warsh stressing that policy remains insufficiently restrictive. The updated dot plot pointed to one further hike this year, while projections for both growth […]
Last week, the Houthis’ military campaign expanded to the Bab el-Mandeb Strait, adding further risks to global trade and oil exports. Oil and gas prices reached new recent highs, with crude rising above $100 per barrel and gas moving above €80/MWh. With fires erupting along the East-to-West pipeline, Saudi Arabia’s oil exports are coming under […]
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