Asset Allocation Monthly – More:...
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the…
12/04/24
Central banks
-
White paper
-
Article
Weekly Market Update – Inflation...
The latest data on inflation in the eurozone showed a sharper fall than expected for both the headline and the…
09/04/24
-
Graph
Graph of the Week –...
Data published on 1 April showed China’s manufacturing activity expanded at the fastest pace in over a year in March.…
03/04/24
-
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
-
Graph
Graph of the Week –...
Forecasts by the US Federal Reserve (Fed) for inflation and growth are central to what markets expect the course of…
27/03/24
-
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