The interest rate path
The US Federal Reserve cut the benchmark fed funds rate by 25bp, as expected, at its recent policy meeting. But…
12/12/25
Front of mind
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Rising AI capital spending will...
Stock market worries over an AI-related bubble have waned recently, leaving the tech-heavy US NASDAQ 100 index less than 2%…
12/12/25
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Article
Take Two: OECD expects global...
What do you need to know? The Organisation for Economic Co-operation and Development (OECD) expects global economic growth to accelerate…
08/12/25
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Article
Clean and orderly
The widespread focus on artificial intelligence and strong global equity market returns have left bond markets a bit under the…
05/12/25
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US inflation risk may tilt...
Tariffs should have just a one-time effect on the prices US consumers pay for imported goods, initially boosting inflation. Eventually,…
05/12/25
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Article
Behind the Fed’s ‘misery’ and...
Market expectations of US Federal Reserve monetary policy have been fickle, but at this point, the ‘misery index’ still points…
02/12/25