Weekly Market Update – The...
The next two weeks will see the last monetary policy meetings of the year in the eurozone, the US, the…
11/12/24
Inflation
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Article
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Article
Monthly Market Viewpoint – The...
The US elections are done and dusted, boosting US equities (at least for now), but Treasury bond yields less so.…
10/12/24
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Podcast
Talking Heads – Unpicking the...
What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers…
20/11/24
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Article
Weekly Market Update – After...
The implications of the outcome of the US presidential election for financial markets will depend on the policy changes implemented…
12/11/24
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Article
Weekly Market Update – Monetary...
Despite the media mileage given to it, the outcome of the US election isn’t the only game in town for…
05/11/24
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Article
Fixed Income Outlook – What...
We see two key drivers for the US Treasury market over the coming weeks: the path of the US economy…
23/10/24