Central Bank expectations weigh on sentiment

gold scales balanced

Market Overview from Quilter Cheviot by Alan McIntosh, Chief Investment Strategist Growing concerns surrounding increasingly aggressive central bank tightening weighed on market sentiment last week, with global stock markets drifting lower and yields continuing to push higher. Comments from Fed Chair Jerome Powell extolling the virtues of “front-loading” rate rises have been attributed by some … Read more

Actions speak louder than words

Ticker graph on laptop representing stock market

Market Overview by Alan McIntosh, Chief Investment Strategist at Quilter Cheviot For investors, last week was a mix of fortunes depending on whether you own bonds or equities. Equity markets continued to recover, building on the strong gains seen in the previous week. Measures of volatility were also subdued, suggesting that there was a greater … Read more

Escalated tensions

Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Russia’s invasion of Ukraine last week was a shocking event and the largest military incursion in Europe since the Second World War. As we watch events unfold on our TV screens it is difficult to predict where this ends. Western countries have imposed strong … Read more

Uncertainty ahead

Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Global equity markets started last week in recovery mode, but two events dampened enthusiasm as the weekend approached. Thursday saw another forty-year high measure of US inflation, with the CPI showing an annual rise of 7.5%. While this was ahead of expectations, the markets … Read more

Does the market have it right this time?

US flag to denote post on America

Market Overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Volatility continues to be a feature of markets and last week was no stranger to that. Eagerly anticipated was the latest meeting of the US central bank, the Federal Reserve, to determine any changes to monetary policy. The meeting itself produced little in the … Read more

Markets Uncut

Market overview from Quilter Cheviot Global equity markets sold off quite sharply last week as investors fretted about measures central banks may take to curb inflationary pressures. Front and centre of this is the US Federal Reserve, where expectations are that the bank will raise interest rates in March, the first of four expected rate … Read more

Inflation reaching its summit?

Image of deflating balloon to go with article describing potential halt to inflation in uk.

Market overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Global equity markets continued to gyrate last week as investors tried to balance the development of Covid-19 and the changing expectations of central bank policy. Although transmission rates of the Omicron variant are much higher than previous iterations, there is a growing feeling that … Read more

Swift Reactions

US dollar bills representing US federal bank

Market overview from Quilter Cheviot By Alan McIntosh, Chief Investment Strategist Data from the US continues to point to a strong economic recovery, with the unemployment rate almost back to pre-Covid levels. Coupled with an inflation rate that is rising at the fastest rate in 40 years (expected to top 7% this week) it is … Read more