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Marco de Matos

  • Opinion & Analysis

Marco de Matos's Comment & Analysis
A complete archive of Marco de Matos's articles, including current analysis & opinion.

Most global markets ended March (and 1Q23) on a positive note (MSCI World +3.2% MoM/+7.9% 1Q23/YTD), showing resilience despite a banking mini-crisis, a cryptocurrency meltdown and persistent concerns...
Global markets (MSCI World +7.1% MoM) were off to a strong start in the first month of 2023, with equity markets enjoying a rally after ending a dreadful 2022 with a whimper. This was on the back of...
US and global markets (MSCI World -4.2% MoM/-17.7% YoY) ended the year with a whimper as most global equity markets recorded losses in December, capping what has been a volatile year which saw sharp...
November saw global markets end on a positive note (MSCI World +7.0% MoM) for the second consecutive month as lower US inflation, decent US quarterly earnings and a weaker US dollar buoyed equity...
Historically October has been famous for stock market crashes (1929, 1987 and the 2008 global financial crisis), but this past month saw most major global markets, with the notable exception of China,...
It was another wretched and tumultuous month for world markets (MSCI World -9.3% MoM/-25.1% YTD), with market participants worried about a possible global recession as major central banks continued...
After an impressive rebound in July, most major global markets closed August weaker (MSCI World -4.1% MoM/-17.5% YTD) on the back of fears that more aggressive interest rate hikes from central banks...
Following a dreadful first half of the year, most major global markets rebounded last month (MSCI World +8.0% MoM), South Africa (SA) included. In the US, major indices capped off their best month YTD...
It has been a dreadful few months for global investors and, while Chinese markets (emerging from lockdowns) were a bright spot in an otherwise gloomy month, June was no exception. On the contrary,...
It was another tumultuous and volatile month for US and global markets in May (MSCI World +0.1% MoM, -12.8% YTD), with some of the most extreme swings in recent memory as nearly all asset classes saw...