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14 January 2021 5 mins

Market view – a brave new world

We cannot yet be sure how this pandemic will end, but with the mass deployment of vaccines now under way, today’s high infection rates could be materially lower in a few months’ time. Financial markets were quick to respond last year, scenting better times ahead despite the daunting…

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8 January 2021 6 mins

Six minute strategy: The great reflation

The last three weeks have seen world markets rise by 3.5%, with the UK and emerging markets up nearly 5% despite the daunting infection data we are now seeing in the UK. In his first video of 2021, Guy Monson reviews three major events - the Brexit deal,…

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21 December 2020 2 mins

Market news -21 December 2020

US fiscal stimulus, Fed policy and currency manipulators In the US, lawmakers agreed on a $900bn (4% GDP) stimulus package deal after months of delay and deadlock and risk of government shutdown. The package includes direct payments to individuals ($166bn), boosts unemployment benefits ($120bn), as well as money…

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