Talking Heads – Where might...
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face?…
07/01/25
Central banks
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Podcast
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Graph
Graph of the Week –...
As widely expected, the ECB cut its key policy rates by 25bp on 12 December, lowering the deposit rate to…
16/12/24
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Article
Will the price of silver...
Gold has shone on the financial markets in 2024. Is investing in gold still relevant after such a rally? Is…
16/12/24
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Article
Weekly Market Update – The...
The next two weeks will see the last monetary policy meetings of the year in the eurozone, the US, the…
11/12/24
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Article
Monthly Market Viewpoint – The...
The US elections are done and dusted, boosting US equities (at least for now), but Treasury bond yields less so.…
10/12/24
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Graph
Graph of the Week –...
US labour productivity has improved further amid moderating price pressures and a normalising labour market, underpinning investor expectations of more…
06/12/24