Client Update - 4th August 2023
UK interest rates rose as expected by 0.25% yesterday and Andrew Bailey explained that this is unlikely to be the last rate rise as the...
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Appleton Fox
Jul 28, 20233 min read
Client Update - 28th July 2023
It has been quite a week, with the wildfires burning in Europe and North America, Nigel Farage putting the heat on Coutts / Natwest and...
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Appleton Fox
Jul 21, 20234 min read
Client Update - 21st July 2023
Last week US inflation came in lower than expected and this week it was the turn of the UK to produce a promising reduction from 8.7% to...
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Appleton Fox
Jul 14, 20233 min read
Client Update - 14th July 2023
Markets had a better time of it this week, mainly on the back of better than expected US inflation figures announced on Wednesday....
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Appleton Fox
Jul 7, 20233 min read
Client Update - 7th July 2023
There is a popular narrative that many of our woes have been caused by low interest rates, in place since 2008. The birth of crypto and...
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Appleton Fox
Jun 30, 20234 min read
Client Update - 30th June 2023
The alleged mutiny by the Wagner mercenary group in Russia may have been brief, but it raises fundamental questions about Russian...
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Appleton Fox
Jun 23, 20233 min read
Client Update - 23rd June 2023
This week UK headline inflation remained stubbornly high at 8.7%, yet core inflation (excluding food and energy prices) rose from 6.8% to...
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Appleton Fox
Jun 16, 20232 min read
Client update - 16th June 2023
That settles it. It is Beyonce’s fault. Central banks seem very keen to find an excuse that inflation is not their fault, so they must...
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Appleton Fox
Jun 9, 20234 min read
Client Update - 9th June 2023
I must begin with comment on the further deterioration of events in the Ukraine. The floodwaters from the destruction of Ukraine’s giant...
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Appleton Fox
May 26, 20233 min read
Client update - 26th May 2023
Ukraine continues to polarise the western world against Russia and the recent battle for Bakhmut, a four hundred year old city with a...
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Appleton Fox
May 19, 20232 min read
Client Update - 19th May 2023
The US debt ceiling discussions are reaching a crescendo and whilst we do not believe that the US will actually voluntarily default on...
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Appleton Fox
May 12, 20233 min read
Client Update - 12th May 2023
The Bank of England raised rates by the expected 0.25% yesterday, with a 7-2 vote in favour of the rise, taking interest rates to their...
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Appleton Fox
May 5, 20233 min read
Client Update - 5th May 2023
Taking a brief break from the markets, that are once again digesting another batch of interest rate rises in the US and Europe, and more...
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Appleton Fox
Apr 28, 20234 min read
Client Update - 28th April 2023
In a muddled world of current cyclical pressures mixed with longer-term geopolitical, demographic and clean energy transition shifts,...
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Appleton Fox
Apr 21, 20233 min read
Client Update - 21st April 2023
We continue to move closer to the peak in the developed market interest rate cycle as the US is making real progress in its inflation...
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Appleton Fox
Apr 14, 20233 min read
Client Update - 14th April 2023
Inflation was front and central once more in market reporting this week, with US inflation falling slightly more than expected. Wednesday...
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Appleton Fox
Mar 31, 20233 min read
Client Update - 31st March 2023
We very much understand why we have had questions over the last few weeks on the banking sector and our portfolios exposure in this area....
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Appleton Fox
Mar 24, 20232 min read
Client Update - 24th March 2023
As expected, the US Federal Reserve and the Bank of England both increased their interest rates by 0.25% this week and spoke firmly about...
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Appleton Fox
Mar 17, 20235 min read
Client Update - 17th March 2023
Aside from the Budget announced yesterday by Jeremy Hunt, the majority of our focus in the last week has been the developing situation...
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Appleton Fox
Mar 10, 20232 min read
Client Update - 10th March 2023
We are closely watching China’s annual National People’s Congress meeting as the biggest parliamentary reshuffle in years is expected,...
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