Political tensions create selective opportunities
In this extract [1], portfolio managers of the BNP Paribas Aqua discuss how tense relations between the US and China…
16/02/24
US
-
Article
-
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
-
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
-
Article
Graph of the Week –...
US core inflation came in hotter than expected in January, rising by 0.4% month-on-month versus the more modest 0.3% gain…
13/02/24
-
Article
Graph of the Week -...
The latest news on US company earnings has been broadly positive. Disclaimer
09/02/24
-
Article
Weekly Market Update – No...
The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that…
08/02/24