Quality time in the Markets

Quality time in the Markets – Download Chart of the week

The Market Place – Download Market Data

• The US economy appeared relatively resilient, but rising oil prices and heightened political/security uncertainty reduced chances of near-term rate cuts.
• The UK was among the most exposed developed economies to the energy shock, worsening both growth and inflation prospects.
• Europe’s industrial and consumer sectors faced a classic stagflation risk: weaker growth plus higher energy-driven inflation.
• Global capital rotated toward commodity exporters and selective China growth themes, while higher shipping and fuel costs weighed on trade-sensitive sectors such as airlines and logistics.