weekly market overview - Beyond Bulls & Bears

Beyond Bulls & Bears

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.

April 04, 2022

Equity

Notes from the Trading Desk – Europe

It has now been over four weeks since Russia launched its invasion of Ukraine, and there are very few signs that the conflict will be coming to an end soon. But, it still feels like hope is a big driving factor behind relative equity market strength despite the clear headwinds.

March 28, 2022

Equity

Notes from the Trading Desk – Europe

It is well known that the pain from the gas price moves is significant, particularly for Germany and Italy. The Italian government has said it is reviewing options, including reopening shuttered coal plants. In Germany, the government is reported to be considering delaying the phasing out of nuclear power.

February 28, 2022

Equity

Notes from the Trading Desk – Europe

Nerves have been on edge as Russia President Vladimir Putin continues to amass troops along the Ukrainian border, which has created some market volatility as the threat of war in Europe looms over investors. January has been a rollercoaster ride for equity markets.

January 31, 2022

Equity

Notes from the Trading Desk – Europe

Central bank action continues this week, with the Reserve Bank of Australia (Tuesday), Federal Reserve (Wednesday), Norges Bank and Bank of England (Thursday) all meeting. The Fed is expected to announce the start of tapering, including key details on the pace, timing and composition of its plan to reduce asset purchases.

November 01, 2021

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