Beyond Bulls & Bears

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

Last week saw markets whipsaw from day-to-day as nerves remained brittle over central-bank policy, geopolitics risk and corporate earnings. The key focus for last week was Wednesday’s Federal Reserve (Fed) meeting, which saw Chair Jerome Powell maintain a hawkish stance and leave an interest-rate hike at the March meeting on the table.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

There has been a clear focus on central bank rhetoric at the start of the new year, with investors wary of the speed and extent to which monetary policy will begin to tighten.

Notes from the Trading Desk – Europe
Equity

Notes from the Trading Desk – Europe

The first half of 2022 brings some European political events to keep an eye on, namely appointment of a new Italian president and French presidential elections. A return to a more combative Italian government could create tensions within the European Union—another potential headwind for equity markets.