Weekly Market Update – Unpredictable...
Tracking the Trump administration’s trade policy announcements could well become complex. After the surprise one-month delay in tariffs on products…
11/03/25
Central banks
-
Article
-
Article
Monthly Market Viewpoint – Not...
Declines in US equities over the last month were primarily a function of disappointing economic data and a partial ‘Magnificent-7…
10/03/25
-
Article
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
-
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
-
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
-
Article
Weekly Market Update – ‘Trumponomics’,...
US stock markets surged by more than 23% in 2024 as fears of a US recession gave way to anticipation…
21/01/25