Weekly Market View from Realm Investment Management. Week ending 21st January 2022.
Stock-markets were lower last week as concerns over inflation and central banks’ response dominated sentiment. Some analysts are now expecting the US Fed to raise the federal funds target rate by 0.50% in March.
In the UK, Bank of England Governor, Andrew Bailey expressed concerns that inflation might be longer-lasting than originally thought but Christine Lagarde, President of the European Central Bank turned down calls for the ECB to raise interest rates quicker than planned.
Equity weakness has spilled over into the start of this week with declines in equities sharply exacerbated by increasing tension over the situation in Ukraine.
The Big Picture 21st January 2022
Market Sentiment 21st January 2022
U.S. Risk Barometer 21st January 2022
Europe Risk Barometer 21st January 2022
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This communication is not intended as a recommendation to invest in any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment/investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication. The information provided is for illustrative purposes only, it should not be relied upon as recommendations to buy or sell investments.’