Is China falling into deflation?
China’s headline consumer price index fell by 0.3% year-on-year in July to register deflation for the first time in two…
05/09/23
Inflation
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Article
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Article
Weekly Market Update – Back...
In the last week of August, economic data has mostly surprised to the downside, resulting in a fall in interest…
31/08/23
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Article
Weekly Market Update – Big...
Economic growth and inflation are slowing, developed country central banks are nearing the end of their tightening cycles, and some…
10/08/23
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Article
Weekly Market Update – G3...
A summer central bank bonanza this week with, in the space of five days, policy decisions from the G3 central…
27/07/23
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Article
Mid-Year Update – Getting the...
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist…
26/07/23
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White paper
Fixed Income Outlook – Shifting...
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun…
21/07/23