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
Front of mind
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Graph
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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
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Article
Weekly Market Update – The...
Does the larger-than-expected cut in policy rates by the Federal Reserve suggest the central bank “knows something we don’t”? That…
23/09/24
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Graph
Graph of the Week –...
The US Federal Reserve’s decision to start its easing cycle with a 50bp rate cut is a means of insuring…
20/09/24
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Article
Weekly Market Update – How...
With the ECB having eased monetary policy again, the focus is now on the pace of cuts from the US…
17/09/24