Weekly Market Update – Once...
The unexpected rebound in US purchasing managers’ indices (PMI) in May added further to the long-standing haze over the likely…
28/05/24
Central banks
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Article
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Article
Weekly Market Update – US...
The latest data for US inflation showed only a small decline. It was, however, enough to allay the concerns raised…
22/05/24
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Graph
Graph of the Week –...
In the grand scheme of things, lending support to the argument that US monetary policy is sufficiently restrictive is the…
15/05/24
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Article
Weekly Market Update – Global...
The US Federal Reserve has downplayed the possibility of a rate hike as its next policy move. Its focus is…
13/05/24
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White paper
Monthly Market Viewpoint – Delayed...
After recent higher-than-expected US inflation, we see core inflation cooling only in 2025 and expect policy rate cuts to begin…
08/05/24
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Article
Weekly Market Update – A...
The latest combination of high US inflation and slower economic growth has increased market worries over stagflation. But for now,…
07/05/24