The withdrawal of market liquidity and rising interest rates have led to continued market volatility, with recovery expectations pushed back due to persistent rate hikes and mixed global economic signals.…
Recent market volatility reflects the shift from the era of low interest rates. The effect of rate hikes, which impacted financial markets initially, are flowing through to the real economy.
Markets continued to be highly volatile as participants were highly sensitive to both good and bad news. This leads to both markets and investor emotions going through a roller coaster…
The market rally broadened in July, in line with patterns from history which show that narrow market gains do not last for long. Strong gains in our recovery positions have…
Market Commentary January 2024
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