Weekly Market Update – Waiting...
In just two weeks, market expectations for monetary policy easing have changed significantly. Two 25bp interest rate cuts by the…
22/02/24
Macroeconomics
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Article
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Article
Graph of the Week –...
Japanese stocks have remained on the front foot despite the economy contracting now for two quarters in a row, making…
19/02/24
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White paper
Asset Allocation Monthly – An...
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24
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Article
Weekly Market Update – No...
The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that…
08/02/24
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Article
Still bearish on China? As...
Recent data has painted a bleak picture of China’s economy. As 2024 unfolds, there are signals that Beijing is finally…
06/02/24
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Article
Weekly Market Update – The...
The message from policymakers after the meeting of the Federal Open Markets Committee (FOMC) on 31 January was clear —…
01/02/24