Talking Heads – Assessing turning...
Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent…
16/10/24
China
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Podcast
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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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Graph
Graph of the Week –...
Have gains of over 30% since 23 September in the equity market of the world’s second largest economy – China…
09/10/24
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Graph
Graph of the Week –...
Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…
04/10/24
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Article
China’s recovery, is it for...
Beijing has finally moved to fight the rising risk of a debt-deflation spiral with aggressive stimulus measures. Markets are taking…
03/10/24
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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