Talking Heads – Assessing turning...
Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent…
16/10/24
US
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Podcast
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Article
Weekly Market Update – US...
The latest data suggests that US inflation is falling, though perhaps not as fast as the US Federal Reserve would…
15/10/24
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Article
Weekly Market Update – Too...
The pace of events appears to be accelerating as investors and markets have to continuously incorporate significant, new developments in…
07/10/24
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Article
Weekly Market Update – Linking...
The US Federal Reserve’s chunky 50bp interest rate cut will likely lead funds to flow from ‘safe’ assets such as…
30/09/24
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Article
US healthcare sector: Outlook brighter,...
After an extremely challenging 2023 for healthcare equities, the sector has performed better so far this year. However, it still…
24/09/24
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Article
Weekly Market Update – The...
Does the larger-than-expected cut in policy rates by the Federal Reserve suggest the central bank “knows something we don’t”? That…
23/09/24