Tag Archives: investing in stocks

When panic selling is over, stocks could benefit more than bonds

The panic buying of essential items around the globe – from food to, fittingly, toilet paper – sparked by the spread of the COVID-19 coronavirus has been mirrored by panic selling in capital markets. It’s almost as if investors were taking cash out of stocks and bonds to buy whatever food, hand sanitiser and toilet paper they could get their hands on.

Pessimism in global financial markets has reached heights not seen since the dark days of the great financial crisis of 2007-2009, which this current crisis threatens to overtake in depth and significance. But, as news about rapid tests for COVID-19 and resilience to deal with the virus begin to multiply, could investors hope for a bottom in the capital markets’ selloff?

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Winners and losers from a Trump dollar intervention

Just as it was beginning to look like the bond market’s luck was finally running out, President Trump made some remarks that all but guarantee that the bond rally will go on for a little while longer.

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Bond inflows hit record, but the rally is not over yet

It seems that nothing can break the bond rally — or deflate the bond bubble, as critics would say. Inflows into bond funds have hit a record this year, in tandem with record high bond prices, but how long can the euphoria last?

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‘Buy’ signal getting close after ‘massive’ outflows

There have been “massive” outflows from capital markets in the past week, but although they brought Bank of America Merrill Lynch’s “bull and bear” indicator close to the “buy” signal, they haven’t managed to trigger it.

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As market bubbles keep inflating, signal gets close to ‘sell’

Investors’ optimism remained at very high levels, despite the beginning of tapering of quantitative easing by the European Central Bank (ECB), tensions with North Korea and the Catalan crisis.

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Market moving info — week starting July 10, 2017

Here’s a summary of last week’s market moving news and a look ahead to the data, events and earnings reports that are likely to move the markets in the week starting July 10, 2017.

Last week:          

  • The US economy created more jobs than expected, with 222,000 new positions in June compared with expectations of 178,000. But wage growth was tepid, at just 2.5%.

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Market moving info — week starting July 3, 2017

Here’s a summary of last week’s market moving news and a look ahead to the data, events and earnings reports that are likely to move the markets in the week starting July 3, 2017.

Last week:          

  • The savings ratio in the UK fell to a record low 1.7% in the first quarter, from 3.3% in the fourth quarter of 2016.

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Market moving info — week starting June 26, 2017

Here’s a summary of last week’s market moving news and a look ahead to the data, events and earnings reports that are likely to move the markets in the week starting June 26, 2017.

Last week:          

  • Negotiations on Britain’s withdrawal from the European Union started in Brussels amid warnings by both Chancellor of the Exchequer Philip Hammond and Bank of England Governor Mark Carney that a “soft” Brexit is needed in order to prevent a deep fall in living standards.

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Market moving info — week starting June 19, 2017

Here’s a summary of last week’s market moving news and a look ahead to the data, events and earnings reports that are likely to move the markets in the week starting June 19, 2017.

Last week:          

  • Eurozone ministers approved the release of a new tranche of aid for Greece that will help the country avoid a new payment crisis in July, when it has to pay €7.0 billion worth of debt.

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The first half of the year was full of humbling lessons

What a spectacular lesson the first half of the year delivered for investors. At the beginning of the year, it looked like the UK’s vote to leave the European Union was a great idea: the eurozone seemed on the brink of disintegration.

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