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
China
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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
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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Article
Weekly Market Update – Global...
The US Federal Reserve has downplayed the possibility of a rate hike as its next policy move. Its focus is…
13/05/24
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Article
Fixed Income Outlook – Be...
Given the recent strong performance for emerging market bonds, we have tempered our optimism about the potential for further spread…
29/04/24
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Graph
Graph of the Week –...
Market concerns that China’s economy is much weaker than indicated by a robust first-quarter growth rate of 5.3% have contributed…
24/04/24