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Tag: Global Market

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Barometer: Earnings Maths Does not Add Up

Stocks remain vulnerable to a wave of profit forecast cuts,...

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Market Monitor – 22 July 2022

Global stock markets have clawed back some of their recent...

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Market Monitor – 15 July 2022

Global stock markets have suffered heavy losses this week due...

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Global Markets: 10 Things to Watch in July

Key takeaways Consumer inflation expectations Central bank credibility is on...

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Profit Growth Slows as Higher Prices Alter Spending Habits

Key Takeaways Profit margins are healthy, though earnings growth has...

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Revaluation, Dislocation and Recession: Why It’s not Over for Growth Stocks.

Key Points   Growth stocks have sold off indiscriminately, not...

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Global ABS: A Cloudy Outlook from Sunny Barcelona

After two COVID-hit years last week the European ABS market...

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Global Markets at an Inflection Point – The New Commodity Supercycle is Just Getting Started

Please read the latest update from Baker Steel’s team addressing the opportunities...

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It’s Getting Tighter

Key Points   Financial conditions are tightening very fast in...

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Take Two: ECB Flags July, September Rate Hikes; OECD Cuts World Growth Forecasts

What do you need to know? The European Central Bank...

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