Equities Tag

KFP Market View in July 2021

  |   Market View, Capital Markets

GLOBAL ECONOMY Growth RATE slowdown ahead  GDP growth numbers for the quarter just ended (Q2, 2021) are likely, once the data is released, to shoot the proverbial lights out across developed markets. Annualised growth for the US is expected to exceed 10%p.a. In the meantime, we can see real time...

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KFP Market View in June 2021

  |   Market View, Capital Markets

GLOBAL ECONOMY Talking about….talking about tightening monetary policy The super-accommodative monetary policy seen in the leading developed economies over the past 15 months may have seen its low point as talk and some actual moves towards tightening start to take shape. While no major Central Bank has so...

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KFP Market View in April 2021

  |   Market View, Capital Markets

GLOBAL ECONOMY Early Warning Signals? While real time economic data continues to follow the recent growth and inflation script from previous Global Market View reports, a number of recent events in financial markets might serve as early warning signs of trouble ahead – rather as singing canaries...

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KFP Market View in March 2021

  |   Market View, Capital Markets

GLOBAL ECONOMY Warning – Inflation Returns The past month has seen a rapid rise in longer dated Government bond yields in all G7 countries as inflation fears finally began to impact financial markets. Investors sold Government and Investment Grade fixed income instruments, pushing up yields and leading...

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