19/02/2024 US Inflation surprise on the Fed radar Stay updated on US services inflation's impact on Fed rate cuts. Explore actionable insights for flexible US fixed income and diversified global bond...
29/01/2024 Red Sea disruptions: small impact so far, but a risk to watc... Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.
22/01/2024 Geopolitics in an election-heavy year Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.
15/01/2024 Jobs and inflation on market’s radar Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. Together with inflation...
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth... Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.
26/05/2023 Economy & Markets Seven questions for investors on the US debt ceiling The Talks elaborates on the uncertainty around the US Debt Ceiling negotations and how it could evolve.
18/06/2021 Economy & Markets Biden agenda: tackling income inequality and its potential i... The election of President Joe Biden has led to a turn in US government policy. This paper explores income and wealth inequality in the United States and...
14/11/2018 Economy & Markets What lies ahead for the US economy and markets? The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.