Archive

Niamh O'Leary

Revisiting the topic of inflation as the US Federal Reserve begins its monthly meeting this week.

Bernard Swords

Revisiting the topic of inflation and summarises the views from the monthly Top Down memo as the economic cycle moves from recovery to expansionary mode.

Bernard Swords

The surprise US CPI figure last week and its impact on inflation expectations and investment strategy

Bernard Swords

Market reaction to disappointing non-farm Payrolls data and the implications for equity and bond markets in the months ahead.

Bernard Swords

Strong Q1 economic data that is feeding into the earnings season with US earnings coming in more than 20% better than expected. The newsflow from the US on tax funding and tapering by Bank of Canada as it announces the scaling down of their bond purchases.

Bernard Swords

The positive economic data fuelling market activity as Q1 reporting season kicks off to a strong start.

Bernard Swords

Key themes that dominated investment markets in the first quarter of the year.

Niamh O'Leary

The ongoing fixed income market developments and how Goodbody have used the turbulence to alter our mix.

Bernard Swords

An increase in employment in sectors effected most by COVID 19.

Bernard Swords

Rise in bond yields, with focus on the Fed and Central Banks not changing policy.

Bernard Swords

Pause in equity markets as bond yields grind higher. The larger than expected fiscal stimulus in the US has added to the pressure which is likely to continue in the short-term.

Niamh O'Leary

Progress on the next round of stimulus in the US, improving data on Covid 19 infections and strong earnings.