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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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
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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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Article
Monthly Market Viewpoint – The...
The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has splintered,…
14/10/24