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
Inflation
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Article
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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
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White paper
Asset Allocation Monthly – An...
Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It…
13/02/24
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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
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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
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Article
Weekly Market Update – The...
The message from policymakers after the meeting of the Federal Open Markets Committee (FOMC) on 31 January was clear —…
01/02/24