Monthly Market Viewpoint – The...
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has splintered,…
14/10/24
Inflation
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Article
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Article
Weekly Market Update – Too...
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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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
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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Article
Monthly Market Viewpoint – A...
The prospect of lower policy rates at the US Federal Reserve has given a fresh wind to equity markets. Most…
05/09/24
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Article
Weekly Market Update – Rotation...
A major rotation has been underway in US stock markets with small-cap stocks outperforming their large-cap peers. The ongoing earnings…
23/07/24