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John Rosier
- Nov 2
- 9 min
October 2023 Review
Background Another miserable month for financial markets. Government bonds and equities both fell. It started with continued weakness in...
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John Rosier
- Oct 4
- 9 min
September 2023 Review
Formentor, Mallorca Background How August went, September continued. News on the inflationary front remained encouraging, no more so than...
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John Rosier
- Sep 4
- 8 min
August 2023 Review
Lady Anne's Way - Between Hawes and Nateby Background Central Banks either side of the Atlantic did not let encouraging news on inflation...
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John Rosier
- Aug 2
- 9 min
July 2023 Review
Back and refreshed after hiking the Herriot Way in the Yorkshire Dales. Background Good news on inflation. In both the US and, at last,...
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John Rosier
- Jul 5
- 9 min
June 2023 Review
Background The Federal Reserve, encouraged by improving news on the inflation front, paused rate hikes at its June meeting. The Federal...
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John Rosier
- Jun 2
- 10 min
May 2023 Review
Background Monthly inflation remains the most eagerly awaited news in financial markets. Investors are desperate to call the peak in the...
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John Rosier
- May 2
- 10 min
April 2023 Review
Background A semblance of calm returned to markets after the unease in March caused by the sudden death of Silicon Valley Bank. Equity...
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John Rosier
- Apr 4
- 9 min
March 2023 - Review
Background March saw the spectre of another banking crisis raises its ugly head. It started with the Chairman of the Federal Reserve...
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John Rosier
- Mar 6
- 9 min
February 2023 - Review
Background After the promising start to 2023 in January, markets were a little more circumspect. Concerns grew that inflation might not...
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John Rosier
- Feb 6
- 9 min
January 2023 Review
Background It was a brisk start to 2023, with equity markets and government bonds posting solid returns. Markets were looking forward to...
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John Rosier
- Jan 4
- 8 min
December 2022 Review
Background 2022 was a challenging year for investors. It marked the end of the 40-year bull market in government bonds, the end of the...
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John Rosier
- Dec 6, 2022
- 7 min
November 2022 Review
November 2022 Background The "pivot" point for markets, if not the Federal Reserve, came on the 10th of November with the publication of...
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John Rosier
- Nov 4, 2022
- 9 min
October 2022 - Review
Battersea Power Station October 2022 Background In the face of increasingly grim news, financial markets rallied during October. The...
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John Rosier
- Oct 6, 2022
- 10 min
September 2022 Review
September 2022 Background It was another challenging month for financial markets. The trigger for a further sell-off in bonds and...
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John Rosier
- Sep 5, 2022
- 8 min
August 2022 Review
Storm clouds! Background July's equity market rally continued into August until the Chairman of the Federal Reserve brought it to an...
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John Rosier
- Aug 9, 2022
- 10 min
July 2022 Review
Background After a dismal first half, July saw the second half off to a good start. The US led the way with the NASDAQ up 12.3 per cent...
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John Rosier
- Jul 6, 2022
- 10 min
June 2022 Review
June 2022 Background June was a miserable month leading to the S&P 500's worst first half since 1970. In the UK, it was the worst month...
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John Rosier
- Jun 7, 2022
- 8 min
May 2022 Review
May 2022 Background The war in Ukraine entered its fourth month, with the impact on commodity prices becoming more serious. Food and...
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John Rosier
- May 6, 2022
- 8 min
April Review - Bond and Equity markets under pressure
April 2022 Background April saw more of the same. The war in Ukraine continues with Russia giving up on its initial aim of taking Kyiv...
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John Rosier
- Apr 4, 2022
- 8 min
March Review - Commodities performing with Serica delivering the goods
March 2022 Background The war in Ukraine grinds on, with Russia finding the going far more challenging than it anticipated. The...
406 views0 comments