Monthly Market Viewpoint – Seeing...
Investor expectations that US equities would outperform the rest of the world following Donald Trump’s election as president have been…
14/02/25
Inflation
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Article
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Graph
Graph of the Week –...
Core inflation in the US rose by 0.45% month-on-month in January (above the 0.3% consensus forecast), pushing the year-on-year rate…
14/02/25
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Article
Weekly Market Update – Unpredictable...
Tracking the Trump administration’s trade policy announcements could well become complex. After the surprise one-month delay in tariffs on products…
11/02/25
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Article
Weekly Market Update – Diverging...
While the US Federal Reserve is expected to keep policy rates unchanged this week, the consensus is for the European…
28/01/25
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Article
Fixed Income Outlook – Come...
Once again the US bond market will lead global fixed income markets in 2025, with a strong US economy but…
22/01/25
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Article
Equity Outlook - Defying gravity
The US economy enters 2025 in a strong position, with above-trend growth, but also above-target inflation. This combination, while positive…
14/01/25