Fixed Income: Navigating political turmoil
The slowing US economy should continue to weigh on employment and wages, helping inflation to trend lower and US Federal…
06/09/24
UK
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White paper
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Article
Weekly Market Update – Surprises!
The results of the second round of French elections on 7 July offered a surprise in terms of the ranking…
08/07/24
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Video
Webcast – Unpacking recent global...
In this second webcast in our Global Macro Views series, economists from our Macro Research & Investment Strategy team give…
30/05/24
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Article
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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White paper
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
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Article
Weekly Market Update – Doves!...
The latest decisions and comments by central banks confirm that 2024 should see the start of monetary loosening in the…
25/03/24