Monthly Market Viewpoint – A...
The prospect of lower policy rates at the US Federal Reserve has given a fresh wind to equity markets. Most…
05/09/24
Macroeconomics
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Article
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Article
Weekly Market Update – The...
Financial markets are pricing in a cycle of widespread interest rate cuts. November’s US presidential election is now becoming the…
02/09/24
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Graph
Graph of the Week –...
For all the volatility in equity markets this summer, the outlook for economic growth and company earnings has changed relatively…
30/08/24
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Article
Weekly Market Update – Summer...
The recovery from the summer sell-off in equity markets continues as recent growth data has remained positive and the US…
27/08/24
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Graph
Graph of the Week –...
An unexpected rise in July’s US unemployment rate was one trigger for the market turmoil in early August. It turned…
23/08/24
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Article
What would be the impact...
Irrespective of who wins the presidential election, it looks certain that the next US government will maintain a protectionist stance…
21/08/24