Summer 2023
Capital Markets Update
11 Jul 2023
In this Capital Markets Update, Chris Arcari shares the latest trends in the market.
This year’s unexpected economic resilience continued in Q2 amid strong labour markets and robust consumer spending. Meanwhile, core inflation fell much less than headline measures in the major advanced economies.
Global equities rose around 7%, taking year-to-date gains to over 14%, and credit spreads fell, while sovereign bond yields rose in anticipation of higher-for-longer interest rates.
Read our full publication where we share the latest trends on:
- Global themes
- Government bonds
- Credit
- Equities
- Property
If you have any questions on anything covered in this publication, please get in touch.
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