Jude O’Reilly

Market movements and the latest macro data releases.

Frank Murray

Highlights from last week’s Fed meeting and expectations that equity markets will continue to trend higher.

Bernard Swords

The yield on 10-year US Treasuries has risen by about 0.5% to 1.75% since the last Top Down in February and is up 0.85% since the start 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.

Joe Prendergast

Many companies have always been private, such as family businesses or partnerships, but with the proliferation of leveraged buy-outs as a tool, private equity (PE) has become a sub-asset class of its own.

Bernard Swords

So far this month world equities have returned about 7% and are back to all-time highs

Niamh O'Leary

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