Category Archives: What Mattered

What mattered #10 – The ultimate meme stock

Welcome to another edition of What Mattered. A collection of stories and narratives driving global markets. The major indices in the U.S reached all time highs, again. A stellar job report yesterday, along with strong earnings by big tech drove both Nasdaq 100 and S&P 500 up. In other developed markets, the EU has still…More

What Mattered #9 – Mispriced

Welcome to another edition of What mattered. An update on events and stories driving the global markets. It was a volatile week for the markets with global markets trying to price in different kinds risks – inflation, delta variant and the pace of reopening and long term economic growth. Monday saw a global sell-off in…More