Weekly Market Update – Higher...
The sell-off in US (and global) government bond yields, which began after Fitch Ratings downgraded the US default rating as…
21/09/23
Macroeconomics
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Asset Allocation Monthly – Complacent?...
Markets have been volatile, buffeted by the much-anticipated gathering of leading central bankers at Jackson Hole, poor US macroeconomic data,…
15/09/23
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Article
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
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Article
Chart of the Week -...
The challenges faced by the European and US economies have been broadly similar: pandemic-related disruptions, higher inflation, and large increases…
05/09/23
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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 – A...
Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the…
17/08/23