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
Inflation
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Graph
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Article
Monthly Market Viewpoint – Seeing...
Investor expectations that US equities would outperform the rest of the world following Donald Trump’s election as president have been…
14/02/25
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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
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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
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Article
Equity Outlook - Defying gravity
The US economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive…
14/01/25
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Video
Investment Outlook – Finding opportunities...
Already early into the new year, it is becoming clear that ‘looking for opportunities as markets shift’ and ‘dealing with…
13/01/25