Weekly Market Update – Too...
Most recent data has pointed to steady or improving growth, but therefore steady or deteriorating inflation. This has been a…
03/06/24
Inflation
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Article
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Video
Webcast – Unpacking recent global...
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give…
30/05/24
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Article
Weekly Market Update – Once...
The unexpected rebound in US purchasing managers’ indices (PMI) in May added further to the long-standing haze over the likely…
28/05/24
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Article
Weekly Market Update – US...
The latest data for US inflation showed only a small decline. It was, however, enough to allay the concerns raised…
22/05/24
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Graph
Graph of the Week –...
In the grand scheme of things, lending support to the argument that US monetary policy is sufficiently restrictive is the…
15/05/24
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White paper
Monthly Market Viewpoint – Delayed...
After recent higher-than-expected US inflation, we see core inflation cooling only in 2025 and expect policy rate cuts to begin…
08/05/24