Global macro-economic commentary from Insight Investment for the week ahead (week commencing 14 May 2018)

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Summary The price of oil rose through the week as the US exited the nuclear deal with Iran. The potential inflation impact of this helped push up rates and the

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Global macroeconomic commentary for the week ahead (week beginning 30 April 2018)

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Summary It has been a very positive earnings season in the US so far, although share price reaction during the week was mixed. Economic data released during the week was

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Global macroeconomic update on the week ahead – week beginning 26 March

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Summary It has been another volatile week for equity markets, with many indices down 4%. The Federal Open Market Committee (FOMC) raised its policy rate band by 25bp as expected,

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Global macro economic update on the week ahead (Week beginning 26 February)

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Summary Next week, attention will focus on the new Federal Reserve Chair Jerome Powell’s first semi-annual monetary policy testimony to Congress. Strategy review Spike in volatility provides attractive opportunity Markets

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Global macro economic outlook on the week ahead (week beginning 19 February, 2018)

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Summary With equities up despite an upside surprise on the US consumer price index (CPI), it appears more likely that the recent equity sell off was about an unexpected spike

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Thoughts on the week ahead Michael Ford – for week commencing January 22, 2018

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US earnings, German politics and the ECB meeting are all in focus This is a busy week for US earnings, with 20% of S&P 500 Index market capitalisation reporting and

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