China’s central bank needs to...
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24
In our view, there are good grounds for believing that China’s monetary transmission mechanism has lost effectiveness since the pandemic.…
19/01/24
Financial markets ended 2023 reckoning with an 80% probability that, starting in March, US interest rates would be cut five…
18/01/24
Investors continue to pore over each US economic data release searching for any signs that could suggest either the US…
17/01/24
The rally in markets over the last month has largely been driven by the view of a “soft landing” in…
12/01/24
Following the US Federal Reserve’s (Fed) mid-December meeting and publication of a new ‘dot plot’ showing the Federal Open Market…
11/01/24
2023 ended with a strong equity rally (+4.7% in December for the MSCI AC World index in US dollar terms)…
04/01/24