markets Archives - B2B Central

15 Sep 2022

BlackRock's Weekly Market Commentary: Energy shock spurs Europe's recession

By Staff Writer

The energy crunch will drive a recession in Europe, as BlackRock have argued since March.

14 Sep 2022

Six facts about bear markets

By Staff Writer

Bear markets come around historically every 3.5 years. They are psychologically tough. They are always emotionally challenging.

20 May 2022

Citadel Global Weekly Wrap: Equities in dire straits

By Staff Writer

Bianca Botes, Director Citadel Global, provides a weekly market wrap unpacking what the global markets have been up to and what Citadel Global is keeping tabs on.

10 May 2022

BlackRock's Weekly Market Commentary: A rebalancing act to reduce risk

By Staff Writer

BlackRock slightly reduces risk on a worsening macro outlook. They have upgraded European government bonds and investment grade credit, and downgraded Chinese assets.

10 May 2022

Approaching short-term volatility by taking the long view

By Staff Writer

Markets are inherently unpredictable over the short term and driven by factors no machine or person can predict accurately.

06 May 2022

Citadel Global Weekly Wrap: Renewed supply concerns bolster oil prices

By Staff Writer

The US Fed surprises on markets’ hawkish expectations. BoE hikes rates for the 4th time. Turkish inflation hits 70%. European stocks rally and dollar briefly retreats from record levels.

06 May 2022

The folly of forecasting

By Staff Writer

Statistically, the chance of you getting the right answer from speculation and forecasting (even if you are pretty good at it) is very low, 25% in fact, according to Victoria Reuvers, MD of Morningstar Investment Management SA.

03 May 2022

BlackRock's Weekly Market Commentary: Wage-price spiral ahead? Not really

By Staff Writer

BlackRock does not see a wage-price spiral. Companies are actually paying less in labour per unit of output, they find. They think wages can rise more without adding to inflation.

29 Apr 2022

Citadel Global Weekly Wrap: Energy prices ease but remain at record highs

By Staff Writer

The Russian-Ukraine war has been in the headlines for weeks now, with phrases such as “supply chain disruptions” and “energy crunch” often being thrown into the mix. But what exactly has the effect of the war been on the global economy?

26 Apr 2022

BlackRock's Weekly Market Commentary: The differentiated appeal of EM debt

By Staff Writer

BlackRock maintains a modest overweight to EM local-currency debt amid an overall underweight to bonds. Much monetary tightening is already done, and valuations are compelling. They are neutral hard-currency EM debt.