Shaken but not stirred.
Investors face rising market turmoil as inflation continues to soar, supply chains remain constrained, and recession risks increase.
A summer of discontent as global Investors in the doldrums?
Russia faces an energy ban, inflation hits highs, risks to the global economy solidify, and an expected slowdown in corporate earnings growth wobbles market confidence.
Global markets balancing on a high wire.
Investors get all hot and bothered about consumers.
The market is particularly worried now about assets with high valuations.
Stocks in risk off mode while growth and inflation concerns hit currencies.
Welcome to Macro Insights #23. This week markets were on edge as equities and bonds had their worst monthly selloff in over a decade while all eyes remained focused on the US Federal Reserve rate rise decision.
Welcome to Monthly Macro Insights for April 2022. China's COVID-19 closures and the threat of a growth slowdown, the ongoing crisis in Ukraine and Europe’s energy crisis as supplies from Russia are cut, and fears of aggressive US Federal Reserve tightening continued to dampen risk appetite and lifted the dollar to new two-year highs in April.