Weekly market update – Here...
2023 ended with a strong equity rally (+4.7% in December for the MSCI AC World index in US dollar terms)…
04/01/24
Macroeconomics
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Article
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Article
Weekly Market Update – Global...
While the US Federal Reserve wrapped up the year hinting at a pivot towards the end of monetary tightening, the…
20/12/23
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Article
Weekly Market Update – The...
The US Federal Reserve this week surprised markets by revising down its forecasts for inflation and policy rates in 2024…
15/12/23
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Article
Weekly Market Update – How...
Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in…
07/12/23
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Article
Weekly Market Update – Immaculate...
Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path.…
30/11/23
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Article
Weekly Market Update – Policy...
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…
23/11/23