Graph of the Week –...
Higher-than-expected inflation data for January has stirred investor concerns over a possible revival of price pressures in the US, but…
28/02/25
Macroeconomics
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Graph
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Article
Weekly Market Update – Rate...
US growth has remained resilient, though so has inflation. With US growth-inflation risks seemingly in balance, the US Federal Reserve…
24/02/25
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Article
Weekly Market Update – Moving...
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25
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Article
Monthly Market Viewpoint – Seeing...
Investor expectations that US equities would outperform the rest of the world following Donald Trump’s election as president have been…
14/02/25
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Article
Weekly Market Update – Unpredictable...
Tracking the Trump administration’s trade policy announcements could well become complex. After the surprise one-month delay in tariffs on products…
11/02/25
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Article
Weekly Market Update – Well,...
Contrary to expectations (or hopes) that President Trump would move slowly in his pursuit of higher tariffs, he announced over…
05/02/25