Weekly Market Update – The...
The US Federal Reserve this week surprised markets by revising down its forecasts for inflation and policy rates in 2024…
15/12/23
Front of mind
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Article
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Podcast
Talking Heads – A race...
Amid growing hopes that the US economy will land softly in 2024, financial markets are pricing looser monetary sooner than…
11/12/23
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Article
Explaining the plunge in China’s...
For the first time since records began, China has suffered an outflow of foreign direct investment (FDI), raising market concerns…
08/12/23
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Article
Weekly Market Update – How...
Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in…
07/12/23
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Article
Weekly Market Update – Immaculate...
Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path.…
30/11/23
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Article
Weekly Market Update – Policy...
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…
23/11/23