Graph of the Week -...
What shape is the French economy in? Economic data suggests the second largest economy in the eurozone after Germany’s may…
25/10/24
Central banks
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Graph
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Article
Fixed Income Outlook – What...
We see two key drivers for the US Treasury market over the coming weeks: the path of the US economy…
23/10/24
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Article
Weekly Market Update – Cautious...
Last month’s first-in-the-cycle US rate cut has not shifted the focus of investors and economists. On the contrary, every word…
22/10/24
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Article
Weekly Market Update – US...
The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would…
15/10/24
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Article
Monthly Market Viewpoint – The...
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has faltered,…
14/10/24
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Article
Equity Outlook – It’s the...
With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our…
07/10/24