17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
10/05/2023 Economy & Markets Our key takeaways from IMF’s Spring meetings Investor sentiment is downbeat, but not overly bearish. With tightening credit conditions, our US growth outlook is lower compared to the IMF’s, while...
7/04/2023 Economy & Markets Trump indictment: implications for US politics and assets To understand the impact of the recent Trump indictment on US politics and beyond.
3/04/2023 Economy & Markets Financial stability concerns to tip the balance towards a US... Financial stability concerns to tip the balance towards a US recession.
3/04/2023 Economy & Markets Macroeconomics, Geopolitics, and Strategy - April 2023 Core inflation has been persistent across both the United States and the Eurozone, slightly reversing previous indications of a smoother path and a faster...
23/03/2023 Economy & Markets Fed delivers a dovish hike: a rate cycle peak may be close Inflation remains the Fed's main concern. We remain cautious and anticipate market volatility, given the central bank continues to be data dependent.