Fixed Income Outlook – Not...
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price…
22/04/24
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Article
Graph of the Week –...
US inflation (as measured by the consumer price index) had been running at 3.2% in the second half of 2023.…
18/04/24
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Article
There is more to come...
In the opening months of 2024, the information technology and communication services sectors have again pulled the rest of the…
17/04/24
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Article
Weekly Market Update – Third...
Hopes that higher US inflation in January and February would prove to be transient were thwarted as consumer prices rose…
15/04/24
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Graph
Graph of the week –...
The latest data shows weaker eurozone inflation in March with headline running at 2.4% year-on-year, below the consensus forecast of…
12/04/24
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Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24