16/12/2024 All eyes on China Markets have the signpost that Chinese policymakers would like to conduct broad easing.
9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
2/12/2024 Consumer confidence sparks Black Friday In November, US consumer confidence surged, reflecting optimism from Trump's policies and a positive job outlook.
25/11/2024 Gold and geopolitics Gold prices have remained resilient this year, rising around 30% year-to-date.
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
14/11/2024 Bond yields in Trump 2.0 US bond yields and the dollar rose on expectations that new government’s policies could boost economic growth.
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