Calm or calamity? World market themes for the week ahead

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What investors will be watching over the next seven days

Britain, for now, remains the key to whether a calmer mood can take a hold in markets unnerved by turmoil in the UK that has stoked wider worries about financial stability.

The BoE has been forced to intervene repeatedly to ensure financial stability, even as those measures contradict its task of fighting inflation by jacking up interest rates and selling some of the bonds it owns. The carnage in British gilts has exposed vulnerabilities in the pensions sector, shining a light on financial stability risks. So, the coming days will see increased focus on other possible hot spots that have gone under the radar of regulators.

Earnings for S&P 500 companies overall are expected to have climbed 4.1% from the year-earlier period, which would be the slowest growth since the fourth quarter of 2020. It puts Xi in a position to pursue his vision for the “rejuvenation of the Chinese nation,” which includes the “common prosperity” policies that toppled behemoths including Alibaba and Evergrande. A desire to bring Taiwan under Beijing’s control is also ramping up tensions with Washington.

Japan’s currency careened to the cusp of 147 per dollar on Wednesday, crashing through the trough at 145.89 that spurred the Bank of Japan to intervene last month to support the yen for the first time since 1998.

 

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