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
Europe
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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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Graph
Why we don’t expect the...
Stubbornly high inflation and resilient growth in the US have raised market expectations that the Federal Reserve will begin cutting…
14/05/24
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Graph
Graph of the Week –...
In the face of higher (for longer) interest rates, equity markets have been drawing support from companies reporting better-than-expected earnings…
10/05/24
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Article
Fixed Income Outlook – Corporate...
We expect corporate bonds to deliver positive returns in the coming quarters, primarily due to the attractive yields. With money…
24/04/24
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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