Talking Heads – US stocks:...
Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US and Global Thematic…
27/03/24
US
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Podcast
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Graph
Graph of the Week –...
Forecasts by the US Federal Reserve (Fed) for inflation and growth are central to what markets expect the course of…
27/03/24
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Article
Weekly Market Update – Doves!...
The latest decisions and comments by central banks confirm that 2024 should see the start of monetary loosening in the…
25/03/24
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Article
Weekly Market Update – The...
Higher-than-expected inflation is raising questions over the likelihood of a ‘soft landing’, a scenario that needs inflation to slow, so…
11/03/24
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Graph
Chart of the Week –...
ECB President Christine Lagarde recently described the nightmare that is disrupting the sleep of many central bankers. At a hearing…
06/03/24
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Article
Graph of the week –...
In February, a sharp rise in quarterly revenues reported by leading US manufacturers of semiconductor chips have further boosted the…
28/02/24