The interest rate path
The US Federal Reserve cut the benchmark fed funds rate by 25bp, as expected, at its recent policy meeting. But…
12/12/25
Front of mind
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Rising AI capital spending will...
Stock market worries over an AI-related bubble have waned recently, leaving the tech-heavy US NASDAQ 100 index less than 2%…
12/12/25
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US inflation risk may tilt...
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25
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Article
Behind the Fed’s ‘misery’ and...
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25
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Shifting demand dynamics mean steeper...
A major reform moving the Dutch pension system from a defined benefit (DB) model to a defined contribution (DC) system…
28/11/25
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Article
It’s not easy being in...
Stock markets have stabilised after senior policymakers at the US Federal Reserve suggested policy rates may be lowered next month.…
27/11/25