Weekly Market Update – The...
The factors underpinning recent market moves have changed rapidly: Fears of an overheating of the US economy and concerns over…
07/09/23
Central banks
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Article
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Article
Weekly Market Update – Paying...
Massive US government fiscal stimulus has supported household consumption and business investment, but at the cost of higher interest rates.…
24/08/23
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Article
Weekly Market Update – A...
Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the…
17/08/23
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Article
Weekly Market Update – Big...
Economic growth and inflation are slowing, developed country central banks are nearing the end of their tightening cycles, and some…
10/08/23
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Article
Weekly Market Update – Policy...
Second-quarter purchasing managers’ indices (PMIs) suggest that the steep cycle of interest rate rises by leading central banks might be…
03/08/23
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Podcast
Talking Heads – Peak rates...
While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for…
31/07/23