The gold rush
Since the outbreak of conflict in the Middle East and disruptions to global maritime trade through the Red Sea, gold…
04/04/24
Inflation
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White paper
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Article
Hopes for a virtuous inflation...
Investor optimism that Japan is finally moving from a long-running debt-deflation spiral to a ‘virtuous’ inflation cycle has pushed its…
03/04/24
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Article
Weekly Market Update – There’s...
Governor Waller, a policymaker at the US Federal Reserve, has developed a knack of guiding markets with his speeches. In…
02/04/24
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Article
Weekly Market Update – Doves!...
The latest decisions and comments by central banks confirm that 2024 should see the start of monetary loosening in the…
25/03/24
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Article
Weekly Market Update: The Fed's...
Financial markets are pondering the US Federal Reserve’s likely policy path after last week’s release of another set of unexpectedly…
18/03/24
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Video
Webcast – The global macroeconomic...
In this webcast, economists from our Macro Research & Investment Strategy team give their views on the economic situation and…
14/03/24