Weekly Market Update – Strong...
US inflation appears stickier and growth has remained stronger than expected. Thus, a cut in US interest rates in March…
15/02/24
Front of mind
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Article
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Article
Graph of the Week –...
US core inflation came in hotter than expected in January, rising by 0.4% month-on-month versus the more modest 0.3% gain…
13/02/24
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Article
Graph of the Week -...
The latest news on US company earnings has been broadly positive. Disclaimer
09/02/24
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Article
Weekly Market Update – No...
The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that…
08/02/24
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Article
Still bearish on China? As...
Recent data has painted a bleak picture of China’s economy. As 2024 unfolds, there are signals that Beijing is finally…
06/02/24
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Article
Graph of the Week -...
China’s stock market has been one of the worst performing in the world, with the Shanghai Shenzhen CSI 300 dropping…
02/02/24