Weekly Market Update – Monetary...
Despite the media mileage given to it, the outcome of the US election isn’t the only game in town for…
05/11/24
Inflation
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Article
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Article
Fixed Income Outlook – What...
We see two key drivers for the US Treasury market over the coming weeks: the path of the US economy…
23/10/24
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Article
Weekly Market Update – US...
The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would…
15/10/24
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Article
Monthly Market Viewpoint – The...
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has faltered,…
14/10/24
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Article
Weekly Market Update – Too...
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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Graph
Graph of the Week –...
Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…
04/10/24