Weekly Market Update – Cautious...
Last month’s first-in-the-cycle US rate cut has not shifted the focus of investors and economists. On the contrary, every word…
22/10/24
Central banks
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Article
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Article
Weekly Market Update – US...
The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would…
15/10/24
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Article
Monthly Market Viewpoint – The...
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has splintered,…
14/10/24
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Article
Weekly Market Update – Too...
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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Article
Weekly Market Update – Linking...
The US Federal Reserve’s chunky 50bp interest rate cut will likely lead funds to flow from ‘safe’ assets such as…
30/09/24
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Graph
Graph of the Week –...
What lessons can we draw from the past about how different asset classes perform during a Fed rate cutting cycle?…
27/09/24