Weekly market update – Markets...
2023 to date has seen financial markets race higher. Valuations of equities, bonds and risky assets generally have rallied on…
09/02/23
Front of mind
-
Article
-
Weekly market update – False...
One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some…
02/02/23
-
China’s structural growth - From...
After more than 40 years of economic reforms, China is arguably moving from an era of growth opportunities to one…
27/01/23
-
Graph of the week –...
Our graph of the week shows that financial markets continue to price a much higher ECB policy rate a year…
26/01/23
-
Article
Weekly market update – So...
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors…
26/01/23
-
Article
Weekly market update – An...
Financial markets have begun 2023 with a spring in their step. US inflation data has been interpreted positively. Bond yields…
19/01/23