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
Europe
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Article
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Article
Fixed Income Outlook – Not...
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price…
22/04/24
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Article
Weekly Market Update – Third...
Hopes that higher US inflation in January and February would prove to be transient were thwarted as consumer prices rose…
15/04/24
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Graph
Graph of the week –...
The latest data shows weaker eurozone inflation in March with headline running at 2.4% year-on-year, below the consensus forecast of…
12/04/24
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White paper
Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24
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Podcast
Talking Heads – Money market...
On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be…
02/04/24