Mid-year investment update – Navigating...
The US economy is still headed for a soft landing, even if views on the speed and timing of the…
08/07/24
Central banks
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White paper
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Podcast
Talking Heads – The case...
The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has…
25/06/24
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Graph
Graph of the Week –...
The latest ‘dot plot’ of the level of US policy rates that each member of the central bank’s Federal Open…
20/06/24
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Article
Monthly Market Viewpoint – Goldilocks,...
The US economy has recently experienced the benign combination of steady growth and slowing inflation; a sort of renewed ‘Goldilocks’.…
14/06/24
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Graph
Graph of the Week –...
The eurozone economy trailed the US during the post-Covid recovery, with US growth clearly outpacing that in the eurozone. More…
12/06/24
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Article
Weekly Market Update – US...
Will the latest US tariffs on Chinese solar panel and electric vehicle (EV) imports – and the possibility of further…
10/06/24