Is China’s Politburo finally putting...
Market sentiment on China has improved now that the Politburo has signalled further stimulus and reiterated its focus on structural…
16/05/24
Front of mind
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Article
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Graph
Graph of the Week –...
In the grand scheme of things, lending support to the argument that US monetary policy is sufficiently restrictive is the…
15/05/24
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Graph
Why we don’t expect the...
Stubbornly high inflation and resilient growth in the US have raised market expectations that the Federal Reserve will begin cutting…
14/05/24
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Article
Weekly Market Update – Global...
The US Federal Reserve has downplayed the possibility of a rate hike as its next policy move. Its focus is…
13/05/24
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Graph
Graph of the Week –...
In the face of higher (for longer) interest rates, equity markets have been drawing support from companies reporting better-than-expected earnings…
10/05/24
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Article
Weekly Market Update – A...
The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now,…
07/05/24