Weekly Summaries
Week Ahead: COVID-19, Geopolitics, and A Busy Economic Calendar
By Deepta Bolaky @DeeptaGOMarkets Amid the various claims of voting fraud and rigged elections, the former vice-president, Joe Biden who won more than 77 million votes so far, the most ever by a winning candidate, is set to become the next President of the United States. The immediate attention will remain on an orderly presidential transition w...
Week Ahead: US Election Aftershocks, UK GDP, Jobless Claims and RBNZ Rate Decision
By Deepta Bolaky @DeeptaGOMarkets The incumbent President Donald Trump is yet to concede, but former Vice-President is already preparing for his presidency. It is rare for an incumbent President to lose re-election given their ability to influence voters. The last president to lose re-election was George W Bush which was mostly due to an economi...
Weekly Summary – A Biden Presidency and A Republican Senate?
By Deepta Bolaky @DeeptaGOMarkets As widely expected, the focus was on the most-awaited political event of the year - US Presidential Election. It is the global event that may potentially affect the global economy, alliances and trade agreements. Unlike any presidential election, the attention was revolving more towards the focus for stimulus an...
Week Ahead: US Election Week
By Deepta Bolaky @DeeptaGOMarkets Without any doubt, the event of the week will be the US election which will take place on Tuesday, the 3rd of November 2020. Amid a busy economic calendar, we will also see more central banks holding their policy meetings. Equity Markets October was another wild month for the stock market driven by geopolitics a...
Week Ahead: US Election Polls, Brexit, ECB Meeting, Q3 GDP, and Tech Giants Earnings Results
By Deepta Bolaky @DeeptaGOMarkets Investors are gearing up for an eventful week with plenty of economic data, big tech earnings and geopolitical events. The predominant themes remain the US election, Brexit negotiations, central banks guidance and the virus woes. Equity Markets Investors will likely continue to monitor the same dominant themes o...
Week Ahead: US Election Polls, Central Bank Speeches, and Flash PMIs
By Deepta Bolaky @DeeptaGOMarkets Risk sentiment remained dampened last week following the chaotic US stimulus negotiations, Brexit woes and the resurgence of coronavirus cases in some parts of the world while vaccine trials suffered major setbacks. Equity Markets Investors will likely continue to monitor the same dominant themes over the follow...
Week Summary – US Stimulus & Politics, Brexit and COVID-19
By Deepta Bolaky @DeeptaGOMarkets It was another wild week driven by geopolitics and COVID-19 updates. Risk sentiment remains fragile dragged by the chaotic US stimulus negotiations, Brexit woes and the resurgence of coronavirus cases in some parts of the world while vaccine trials suffered major setbacks. Stock Market - The Tweet In a pandemic...
Week Ahead: 2020 US Election Remains The Key Market Theme
By Deepta Bolaky @DeeptaGOMarkets After a wild last week where markets swung from risk-on to risk-off sentiment following the back and forth chaos on stimulus, the attention is expected to remain highly geared towards the US election outcome. Equity Markets Risk sentiment will likely remain fragile on US stimulus negotiations, US election outco...
Week Summary – Back-and-Forth on Stimulus
By Deepta Bolaky @DeeptaGOMarkets The week kickstarted with the concerns over the health of the US President to progress with conflicting signs on stimulus negotiations. It was another volatile week as markets sentiment flip flop back and forth between risk-on and risk-off. Stock Market - The Tweet After inconsistent headlines over the weekend, ...
Week Ahead: Central Bank Minutes, Australian Budget, US Fiscal Stimulus Package and President Trump’s Illness
By Deepta Bolaky @DeeptaGOMarkets After a scary month of September for investors, global risk sentiment will likely remain fragile. The immediate attention this week will fall on the health updates of President Trump and the US fiscal stimulus package. Equity Markets Global equities went on a wild ride and saw some major corrections in Septembe...
Week Ahead: Reasons for Being Cautious
By Deepta Bolaky @DeeptaGOMarkets Amid the current prevailing uncertainties, global risk appetite will likely remain fragile as investors have more reasons to stay cautious: The resurgence of the coronavirus outbreak Volatility in the stock market A tech rout Limitations of the central banks Geopolitics tensions US Election - Fi...
Week Summary – Central Banks and Rising COVID-19 cases in Europe & the UK
By Deepta Bolaky @DeeptaGOMarkets The renewed fears of a second wave of a coronavirus outbreak in the European Union and the United Kingdom have gripped markets this week. Until there is a vaccine, the world remains exposed to the possibility of the spread of the virus as and when activities resume. Risk appetite took a hit throughout the week a...
Week Ahead: Ultra Loose Monetary Policies and Flash PMIs
By Deepta Bolaky @DeeptaGOMarkets After the Fed’s confirmation last week that US interest rates will likely remain near zero through 2023, the immediate attention will switch to other central banks meetings this week for confirmation of the ultra-loose monetary policies around the globe. Equity Markets Global equities remain underpinned by t...
Tech Stocks, ECB Meeting and Brexit Talks in Focus
By Deepta Bolaky @DeeptaGOMarkets With a US public holiday on Monday, investors are gearing up for a muted start to the week. After the sell-off in the global stock market last week, an environment of caution may prevail while investors continue to monitor economic updates to gauge the path of the global recovery. September kicked off on a mi...
Week Summary – September Starts with a Tech Sell-Off
By Deepta Bolaky @DeeptaGOMarkets It was another volatile week with wild swings in the stock market. Investors remain focused on vaccine updates and signals from central banks and governments while monitoring the improvement in the economic data. Stock Market - Tech Sell-off Global stocks have been on a staggering rally in August. The global b...
