Market Pulse | Goodbody Wealth Management

In this week’s Market Pulse, Chief Investment Officer Bernard Swords takes stock on the current equity friendly backdrop as we reach year end, barring some impact from Omicron. He points out that the Fed meets this week and the expectations are that it will announce accelerated tapering but that even as we discuss the Fed reducing its supports, the economy appears to be accelerating in the US and globally.

In this week’s Market Pulse Chief Investment Officer Bernard Swords focuses on the market impact of Federal Reserve Chair Powell’s testimony to Congress outlining the need to end economic support sooner and pushing inflation concerns up the agenda.

In this week’s market Pulse, Chief Investment Officer Bernard Swords discusses how Covid and the new variant will be the main market focus in the short term but stressed that it should not impact too much on asset positioning given last week we were still getting good indications on economic performance.

In this week’s market Pulse, Chief Investment Officer Bernard Swords discusses the rise of Covid as a major influence on markets last week. Bernard also discusses changing expectations around the timing of US interest rate hikes as well as strong economic data as the US powers out of its summer lull.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords talks about last week’s CPI release showing continued inflationary pressure in the US economy and the muted market response.

In this week’s market Pulse, Chief Investment Officer Bernard Swords talked about how reticent central banks are to increase interest rates as well as the continuation of a strong Q3 earnings season, all leading to a positive outlook for markets as we head towards year end.

As a strong reporting season continues, Chief Investment Officer Bernard Swords discusses the momentum in equity markets in today’s Market Pulse as well as expectations of an interest rate increase being brought forward.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords talks about how a positive start to Q3 earnings season as well as positive economic data releases last week has reassured markets that expansion has not been derailed.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords discusses third quarter performance, the outlook for the final quarter of the year as well as recent market sentiment.

In this week’s Market Pulse, Chief Investment Officer Bernard Swords focusses on key takeaways from the end of the quarter with the tapering time table, China’s Evergrande debt and a spike in energy prices, including a look at how the markets are developing with a slow in the Delta variant.