Full strategy commentary: NDRFIAS202101081

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C8 Weekly Bulletin: Central banks meet amid forecast failures

BY ROBERT MINIKIN
Welcome to our first issue of the C8 Weekly Bulletin. With many years of market experience, we at C8 see real benefits from having a concise overview of key economic and policy developments, whatever the specific investment approach. We are happy to share this overview with our clients and partners, and, where appropriate, highlight indices on C8 Studio which resonate with the current market environment. Read more →

Is The Economy Too Strong For a December Rate Cut?

BY TEMATICA
This November data will bring some answers to investors and the Fed Read more →

Thoughts From The Divide: Signals vs Omens – Sept 6

BY JON WEBB
Call me superstitious, but some irrational part of me can’t help but think the disappointment surrounding the Nvidia results had wider significance. Like  Mary Poppins leaving when the wind changes, sometimes it’s something mundane which, with the benefit of hindsight, signals a shift in sentiment. It’s not that Nvidia never disappoints, but it has come to feel like that recently. And since the Nvidia results, stocks do seem to have lost their mojo, in marked contrast to bonds. Read more →
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