The MSCI World Index has punched higher since the pandemic revelling in the lower interest rate & high stimulus environment, governments / central banks are in a hurry to reduce unemployment and lift inflation creating the perfect nirvana for equities. To add fuel to the fire many stocks / sectors of the stock market are performing strongly as the world slowly emerges from COVID, we feel its going to need a clear change in the economic landscape such as rising interest rates to arrest this strong market undertone.
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Reporting season has taken a positive turn – James Gerrish breaks down some of this weeks action.
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Thursday 11th September – Dow off -220pts, SPI off -20pts
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Market Matters Monthly Video Update: Portfolio Performance for November 2025
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Wednesday 10th September – Dow up +196pts, SPI down -4pts
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MM is bullish the MSCI World Index medium-term
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