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.
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.
