31/03/2025 Europe in focus amidst fiscal boost Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.
24/03/2025 Central banks on hold as uncertainty mounts Central banks on hold as uncertainty mounts - In light of rising economic headwinds from uncertainty around global trade, the Fed kept a wait-and-see...
17/03/2025 Positive mood in Emerging Markets Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.
10/03/2025 Germany’s historic step to raise spending The article covers Germany's plan to increase defense and infrastructure spending by up to €1 trillion, highlighting its positive impact on market sentiment...
3/03/2025 Bond markets in focus amid growth concerns With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.
24/02/2025 The European appeal Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.
17/02/2025 US inflation surprises on the upside The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...
10/02/2025 Tariffs take centre stage Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.
3/02/2025 Tech sector in the spotlight The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.
27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 After two strong years, what will 2025 bring? Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.
16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
