12/05/2025 Fed’s policy dilemma The Fed remained in a ‘wait and see’ mode, whereas the BoE and ECB (last month) cut interest rates in their latest meetings.
3/02/2025 Tech sector in the spotlight The recent developments in artificial intelligence brought volatility in the equity market suggesting for more diversification and attention to valuations.
27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 After two strong years, what will 2025 bring? Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
23/12/2024 Fed and ECB cut rates, BoJ and BOE on hold Fed Chair Powell said they are at a point at which it would be appropriate to slow the pace of cuts.
