15/06/2026 ECB raises rates after almost three years The ECB raised rates in June in an attempt to curb inflation, in line with our expectations.
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.
11/06/2024 The ECB initiates rate cuts after a long gap As expected, the ECB reduced its policy rates for the first time in the last five years.
3/06/2024 US consumer shows confidence A latest survey reading of US consumers rose in May, after declining for three months in a row.
27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
21/05/2024 US consumer price pressures are subsiding US inflation is subsiding and this could be positive for bonds
13/05/2024 Diversified approach in focus Leverage a diversified strategy focusing on European equities and bond yields for potential growth. Navigate economic uncertainty and interest rate dynamics...