Weekly Market Update – Cautious...
Last month’s first-in-the-cycle US rate cut has not shifted the focus of investors and economists. On the contrary, every word…
22/10/24
Front of mind
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Article
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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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Graph
Graph of the Week –...
Have gains of over 30% since 23 September in the equity market of the world’s second largest economy – China…
09/10/24
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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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Graph
Graph of the Week –...
Deflation has become a sticky problem for the Chinese economy, forcing the authorities to turn up their countervailing policies a…
04/10/24
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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