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The World In A Week – Knitting Pattern

Data is confirming the pattern of the economic bounce back.  As restrictions are eased, spending on services are increasing.  Restaurants, leisure, and hospitality are the main beneficiaries, as consumers look to make up for lost time.  This can be seen in the US payroll data that was published on Good Friday, where 916,000 jobs were…

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market commentary

The World In A Week – Stuck In The Suez

According to urban myths, it is said that when you are in London you are never more than 6ft away from a rat, and it appears that within emerging markets you are never more than two steps away from a crisis, as this week has proven with two events having hit the headlines. Firstly, in…

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The World In A Week – Fiscal Injection

Last week saw President Joseph Biden’s $1.9 trillion stimulus package passed by Congress, which has seen the Organisation for Economic Co-operation and Development (OECD) accelerate its global growth expectations to 5.6%. The OECD has also increased its US growth forecast from 3.3% to 6.5%.  Americans will expect to see $1,400 paid directly into their bank…

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