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
Macroeconomics
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Article
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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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Article
Is China’s Politburo finally putting...
Market sentiment on China has improved now that the Politburo has signalled further stimulus and reiterated its focus on structural…
16/05/24
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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
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Article
Weekly Market Update – A...
The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now,…
07/05/24
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Article
Weekly Market Update – One...
Equities managed to regain ground last week thanks to solid results from large US tech companies. Stabilising bond yields, particularly…
29/04/24