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
Macroeconomics
-
Article
-
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
-
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
-
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
-
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
-
Article
Weekly Market Update – Could...
Financial markets are reassessing the outlook for US interest rates not only because of stronger-than-expected US growth and inflation, but…
22/04/24