Market Review – EBI Portfolio

Published on 8 September, 2026 by in Radcliffe Cooper

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August Economic Background: Long-term borrowing costs hit multi-decade highs UK inflation rises to 2.9% on higher energy costs US business investment pulls further ahead of Europe Click here to read more emailprint

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July Economic Background: Gilt yields top 5% as the Bank of England holds firm Oil surges past $95 as the ceasefire collapses Yen hits a 40-year low and draws a rare joint intervention Click here to read more

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June Economic Background: Middle East ceasefire sends oil lower and equities higher Hawkish stances from the major central banks in June Weak UK economic growth persists Click here to read more

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May Economic Background: Equity markets rally despite deepening shortages in energy and commodities Gilt yields hit long-term highs SEC prospectus submitted for all-time largest IPO Click here to read more

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April Economic Background: Ceasefire hopes give way to renewed tensions S&P 500 and emerging markets hit record highs Central banks hold firm as bond yields stay elevated Click here to read more

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March Economic Background: War in the Middle East dominates global markets Rising energy prices force a sharp rethink on interest rates Click here to read more

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February Economic Background: Artificial intelligence disruption fuels volatility in technology stocks Cooling inflation strengthens expectations of global interest rate cuts Shifting global trade and currency dynamics add to policy uncertainty Click here to read more

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The ebi Investment Team have produced a market update covering the recent escalation in the Middle East and the potential implications for global markets. As you may have seen in the news, tensions in the region have intensified in recent days, contributing to increased market volatility and renewed uncertainty for investors. In particular, concerns around […]

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Market Review – EBI Portfolio

Published on 13 February, 2026 by in Radcliffe Cooper

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January Economic Background: Elevated geopolitical uncertainty fuels investor flight to safety President Trump announces a nominee for Federal Reserve Chair, calming markets Japanese bong yields jump amid concerns over government spending Click here to read more

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Market Review – EBI Portfolio

Published on 13 January, 2026 by in Radcliffe Cooper

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December Economic Background: Central banks take a cautious step towards easing as growth momentum cools AI enthusiasm continues to drive markets, but valuation concerns refuse to fade Rare earth tensions between the US and China ease temporarily, but strategic risks remain Click here to read more

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