6/10/2025 The impasse in the US Congress The US government shutdown, caused by partisan spending disputes, risks economic volatility and investor uncertainty. Impact depends on duration, with...
29/09/2025 Gold is on track for a strong year Monetary easing, fears about global investors’ moving away from the dollar and the Fed’s independence are underpinning gold demand, in our view.
22/09/2025 Fed may cut further, amid weaker employment The Committee was relatively unanimous in its decision, with only governor Miran preferring a 50bp cut.
15/09/2025 ECB treads cautiously As tariffs rise, global growth faces pressure. The Fed pivots to growth concerns, Eurozone counts on domestic demand, and Emerging Markets show strength...
8/09/2025 UK long-dated yields at 25-year highs Long-dated gilts yields rose to high levels, in light of concerns over fiscal deficits across the developed world.
1/09/2025 US stocks touch new all-time highs US markets reached new record highs last week on the back of AI-driven euphoria and corporate earnings above expectations.
25/08/2025 Fed moving towards rate cuts The US has seen some mixed macro data around inflation and labour markets, opening a debate on Fed’s future policy actions.