Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Markets seem to be looking towards a ceasefire in Ukraine. Reports over the rest of the week showed little hope of any imminent de-escalation, with the crisis appearing to deepen in some areas of the country as Russian forces appeared to regroup, especially in the south and east.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Fears of peak growth and central bank hawkishness as well as recent tax hikes to pay for the impact of COVID-19 stimulus measures have all contributed to recent market bearishness.