Graph of the Week –...
The latest survey by the New York Fed found that US consumers expected inflation in one- and three-years’ time to…
23/02/24
Central banks
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Article
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Article
Weekly Market Update – Waiting...
In just two weeks, market expectations for monetary policy easing have changed significantly. Two 25bp interest rate cuts by the…
22/02/24
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Article
Graph of the Week –...
Higher US worker productivity (output per hour worked), after a sharp pandemic-related dip, could help allay market and policymaker concerns…
16/02/24
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Article
Weekly Market Update – Strong...
US inflation appears stickier and growth has remained stronger than expected. Thus, a cut in US interest rates in March…
15/02/24
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Article
Fixed Income Quarterly – Emerging...
Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became…
14/02/24
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White paper
Asset Allocation Monthly – An...
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24