Graph of the Week Japans economy and stock market go their own way
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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Insights 1776
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Article
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Article
Political tensions create selective opportunities
In this extract [1], portfolio managers of the BNP Paribas Aqua discuss how tense relations between the US and China…
16/02/24
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Article
Graph of the Week More productive US workers may not suffice for a rate move
Higher US worker productivity (output per hour worked), after a sharp pandemic-related dip, could help allay market and policymaker concerns…
16/02/24
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Article
Weekly Market Update Strong data vs. property problems: will they roil the rate cut path?
US inflation appears stickier and growth has remained stronger than expected. Thus, a cut in US interest rates in March…
15/02/24
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Article
Fixed Income Quarterly Emerging market bonds: a return of flows
Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became…
14/02/24
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Article
Graph of the Week Higher-than-expected US rents put Fed patience in focus
US core inflation came in hotter than expected in January, rising by 0.4% month-on-month versus the more modest 0.3% gain…
13/02/24
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White paper
Asset Allocation Monthly An immaculate base case
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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Podcast
Talking Heads A more nuanced look at Chinese equities
While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…
12/02/24
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Article
Graph of the Week - An encouraging US earnings season
The latest news on US company earnings has been broadly positive. Disclaimer
09/02/24
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Article
Weekly Market Update No more fairy tales
The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that…
08/02/24