On 23rd April India reported 332,730 new cases of Covid infection and a record 2,263 deaths. Hospitals are forced to stop admissions due to chronic oxygen shortages. Hospitals with desperately ill patients simply ran out of oxygen and had to…
Read more...
The shift to online retail during the pandemic will continue and that sales in retail stores will not immediately return to pre pandemic levels quickly. Retail insolvencies have reduced the attractiveness of city centres and retail parks. It is expected…
Read more...
Recent upswings in equity markets have been boosted by news that China posted a record 18.3% growth in economic activity in the year to the end of March, that the US$1,400 stimulus cheque being paid directly to all US adults…
Read more...
The number of new Covid cases has certainly declined in the US since the dramatic improvement in vaccination roll out rates since Joe Biden took office. The effective roll out as of mid-April, seen 64% of the US adult population…
Read more...
The likelihood of an early Eurozone recovery from the Covid crisis was put into perspective by many of Germany’s top economic institutes as they cut their forecast for German GDP growth this year mainly due to third wave lockdowns and…
Read more...
Financial markets have been making strong gains so far this year on the back of the expected economic rebound particularly in the second half of 2021 and into 2022. Equity markets have hit new highs in the US, UK and…
Read more...
The UK’s impressive procurement and vaccine roll out has resulted in a dramatic fall in Covid cases, hospitalisations and deaths. These improvements in the nation’s health have helped ease lockdown restriction far earlier than expected. It is the UK success…
Read more...
Quarter one was a tough period for fixed income investors and particularly for government bond holders. Yields rose in most government bond markets as the roll out of vaccines improved the chances of an economic recovery soon than previously expected.…
Read more... You may have noticed a recent return to form for stock markets after the correction we suffered in March after US 10-year treasury yields hit 1.7% over the expectation of higher future inflation in the USA. These recent equity market…
Read more...