Confronting the ‘China bear’
Given China’s clouded economic outlook and the now deeply depressed ratios on Chinese equities, should investors remain negative on the…
13/03/24
Inflation
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Article
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Article
Weekly Market Update – The...
Higher-than-expected inflation is raising questions over the likelihood of a ‘soft landing’, a scenario that needs inflation to slow, so…
11/03/24
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Graph
Chart of the Week –...
ECB President Christine Lagarde recently described the nightmare that is disrupting the sleep of many central bankers. At a hearing…
06/03/24
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Article
Weekly Market Update – Are...
Global equities did well in February, with several indices setting all-time highs despite forward-looking scenarios yo-yoing in response to economic…
04/03/24
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Article
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
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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