4/11/2024 US soft landing on track The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.
21/10/2024 EM powering ahead Emerging markets are likely to drive global growth in the long term, led by favorable demographics and demand.
14/10/2024 All eyes on inflation While inflation for September was above market expectations, one data point doesn’t make a long-term trend.
7/10/2024 Gold maintains its glitter The yellow metal has delivered strong gains amid monetary easing and rising risks around international conflicts.
1/10/2024 Chinese stocks rebound Chinese markets rose sharply on the back of optimism around stimulus measures announced by the PBoC.
23/09/2024 The Fed pivot arrives The Fed cut rates in September for the first time since the Covid crisis, embarking on a new easing cycle.
