- Risk-off week led by US equities & dollar weakness
- PMIs suggest strong growth in Europe
- Sterling strengthens following UK inflation pickup
- UK PM to trigger Article 50 on Wednesday
- Oil prices continue to fall
Imperium Capital Publication
Weekly Digest – 19 March 2017
- Fed carries out expected US rate hike
- Liberal Party wins most seats in Dutch election
- BoJ & BoE hold tight on policy
- Emerging markets outperform as China raises rates
- UK Parliament passes Brexit bill
Viewpoint – March 2017
The broad pattern of market performance since Trump’s election victory continued in February in a period notable for its particularly low volatility, with the Vix ‘fear’ index now at its lowest levels since the financial crisis. Equities, led by the US, significantly outperformed bonds again; global developed equities returned 2.8% in February compared with a return of 0.4% from global bonds, taking the year-to-date outperformance of equities to 3.9%.
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Weekly Digest – 12 March 2017
- US payrolls give green light for March rate hike
- S&P 500 ends six week winning streak
- Oil price suffers largest weekly fall in 2017
- Euro up & bonds down following ECB meeting
- China lowers target for economic growth
Weekly Digest – 05 March 2017
- Fed rate hike probability soars
- US equities rise for sixth straight week
- French election: Fillon placed under formal investigation
- Sterling down as Brexit bill blocked in House of Lords
- Eurozone inflation reaches 2% target