All GMW's were correct at the time of going to publish
Please click on a year below to view the relevant reports
December
Global Markets Weekly - 20 December 2010
Seasonal cheer and an improving economic environment boost equities in December
Global Markets Weekly - 13 December 2010
US tax-cut stimulus package lifts growth forecasts and risk assets
Global Markets Weekly - 6 December 2010
Markets rally on short term euro-zone reassurance from the ECB, allowing investors to focus on generally good economic data
November
Global Markets Weekly - 29 November 2010
Market fallout from
‘known unknowns’ was
muted by reassuring
economic data
Global Markets Weekly - 22 November 2010
The market’s broad-based decline suggests speculative ‘bullish’ positions were cut
Global Markets Weekly - 15 November 2010
Risk on or off - the investment world poses a more complex set of questions for investors
Global Markets Weekly - 8 November 2010
With investors expecting the Fed to announce QE2 next week, markets stalled
Global Markets Weekly - 1 November 2010
With investors expecting the Fed to announce QE2 next week, markets stalled
October
Global Markets Weekly - 25 October 2010
China hike surprises markets and triggers profit taking
Read more...
Global Markets Weekly - 18 October 2010
New highs across a broad swathe of markets and assets, driven by QE2
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Global Markets Weekly - 11 October 2010
QE2 expectations mean that everything goes up, except the US dollar
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Global Markets Weekly - 04 October 2010
Investors overcome their pessimism as China bolsters growth outlook, while hopes for QE2 offset bad news in developed economies
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September
Global Markets Weekly - 27 September 2010
After dovish Fed comments, consensus shifts to support our forecast of QE2 this year
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Global Markets Weekly - 20 September 2010
Equities breach August high on the back of strong corporate results
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Global Markets Weekly - 13 September 2010
Markets rally as investor fears of imminent recession continue to recede
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Global Markets Weekly - 6 September 2010
Investors strike a more optimistic note
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August
Global Markets Weekly - 30 August 2010
Risk assets remained under pressure and safehaven bond yields fell on softening US outlook
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Global Markets Weekly - 23 August 2010
Risk aversion increases, but emerging equities move further ahead, while corporate spending may be stirring
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Global Markets Weekly - 16 August 2010
Positive earnings figures give way to disappointing economic news
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Global Markets Weekly - 9 August 2010
Strong earnings and economic data boosts equities, but dollar comes under further pressure
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Global Markets Weekly - 2 August 2010
Strong earnings give risk assets a boost as they challenge key technical resistance.
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July
Global Markets Weekly - 26 July 2010
Markets make further progress on better corporate news. Stress tests - could do better.
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Global Markets Weekly - 19 July 2010
Markets rally sharply, but still short of the highs for this year.
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Global Markets Weekly - 12 July 2010
Relief rally – markets bounce sharply as bad news abates.
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Global Markets Weekly - 5 July 2010
Another tricky week for risk assets on disappointing data and euro-zone banking concerns.
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June
Global Markets Weekly - 28 June 2010
Good news on China's FX policy gets overshadowed by recovery doubts.
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Global Markets Weekly - 21 June 2010
Risk appetite increases, even as Greece’s sovereign debt is downgrade to ‘junk’.
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Global Markets Weekly - 14 June 2010
Reassuring statements from the Fed and ECB give investors confidence to focus on still-positive economic news.
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Global Markets Weekly - 7 June 2010
Disappointing Chinese data and Spanish downgrade hit equities.
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May
Global Markets Weekly - 28 May 2010
OECD’s upgraded forecasts are a timely reminder of positive underlying fundamentals.
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Global Markets Weekly - 24 May 2010
What do recent events mean for the investment outlook?
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Global Markets Weekly – 17 May 2010
Euro zone rescue package triggers rebound across asset markets.
Global Markets Weekly – 7 May 2010
Volatility came back with a vengeance on Greek doubts and US technical problems.
Global Markets Weekly – 3 May 2010
Greek contagion spread rapidly early in the week, but stabilised later on hopes for a bigger rescue package.
April
Global Markets Weekly - 26 April 2010
Mon 26 Apr 2010
Global Markets Weekly - 19 April 2010
Mon 19 April 2010
Global Markets Weekly – 12 April 2010
Mon 12 Apr 2010
Global Markets Weekly – 6 April 2010
Tue 6 Apr 2010
March
Global Markets Weekly – 29 March 2010February
Global Markets Weekly – 22 February 2010January
Global Markets Weekly 25 January 2010