Weekly Market Update – Rate...
US growth has remained resilient, though so has inflation. With US growth-inflation risks seemingly in balance, the US Federal Reserve…
24/02/25
Front of mind
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Article
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Graph
Graph of the Week –...
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25
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Article
Weekly Market Update – Moving...
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25
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Graph
Graph of the Week –...
Core inflation in the US rose by 0.45% month-on-month in January (above the 0.3% consensus forecast), pushing the year-on-year rate…
14/02/25
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Article
Artificial intelligence – Still positive...
In the week ending 24 January, a previously unknown Chinese start-up presented an artificial intelligence large language model (LLM) apparently…
29/01/25
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Article
Weekly Market Update – Diverging...
While the US Federal Reserve is expected to keep policy rates unchanged this week, the consensus is for the European…
28/01/25