Graph of the Week –...
“In recent months, there has been a lack of further progress toward the 2% inflation objective”. This additional sentence in…
02/05/24
Front of mind
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Article
A new era for bonds
Surging inflation brought an end to the decade-long era of low bond yields. In the decade ahead, we believe bond…
01/05/24
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Article
Weekly Market Update – One...
Equities managed to regain ground last week thanks to solid results from large US tech companies. Stabilising bond yields, particularly…
29/04/24
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Graph of the Week –...
Market concerns that China’s economy is much weaker than indicated by a robust first-quarter growth rate of 5.3% have contributed…
24/04/24
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Article
Weekly Market Update – Could...
Financial markets are reassessing the outlook for US interest rates not only because of stronger-than-expected US growth and inflation, but…
22/04/24
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Article
Graph of the Week –...
US inflation (as measured by the consumer price index) had been running at 3.2% in the second half of 2023.…
18/04/24