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Weekly Market Update – A very gradual recovery in the eurozone economy
Front of mind | Article – 3 Min

Weekly Market Update – A very gradual recovery in the eurozone economy

Recent data suggests the eurozone is gradually recovering, but underlines a state of economic divergence, with Germany in particular lagging…

ANDREW CRAIG
| 29.02.2024

The big question

What will the 10Y US Treasury yield be by year end?

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Latest

Graph of the week – Q1 2024, a tipping point for a new computer era?
Front of mind | Article - 1 Min

Graph of the week – Q1 2024, a tipping point for a new computer era?

In February, a sharp rise in quarterly revenues reported by leading US manufacturers of semiconductor chips have further boosted the...

ANDREW CRAIG
| 28.02.2024
Graph of the Week – The reality of how consumers perceive inflation
Front of mind | Article - 2 Min

Graph of the Week – The reality of how consumers perceive inflation

The latest survey by the New York Fed found that US consumers expected inflation in one- and three-years’ time to...

NATHALIE BENATIA
| 23.02.2024
Weekly Market Update – Waiting for the ‘pivot’ (or is it Godot?)
Front of mind | Article - 4 Min

Weekly Market Update – Waiting for the ‘pivot’ (or is it Godot?)

In just two weeks, market expectations for monetary policy easing have changed significantly. Two 25bp interest rate cuts by the...

NATHALIE BENATIA
| 22.02.2024
Graph of the Week – Japan’s economy and stock market go their own way
Front of mind | Article - 2 Min

Graph of the Week – Japan’s economy and stock market go their own way

Japanese stocks have remained on the front foot despite the economy contracting now for two quarters in a row, making...

CHI LO
| 19.02.2024
Graph of the Week – More productive US workers may not suffice for a rate move
Front of mind | Article - 2 Min

Graph of the Week – More productive US workers may not suffice for a rate move

Higher US worker productivity (output per hour worked), after a sharp pandemic-related dip, could help allay market and policymaker concerns...

CHI LO
| 16.02.2024
Weekly Market Update – Strong data vs. property problems: will they roil the rate cut path?
Front of mind | Article - 3 Min

Weekly Market Update – Strong data vs. property problems: will they roil the rate cut path?

US inflation appears stickier and growth has remained stronger than expected. Thus, a cut in US interest rates in March...

CHI LO
| 15.02.2024
Graph of the Week – Higher-than-expected US rents put Fed patience in focus
Front of mind | Article - 1 Min

Graph of the Week – Higher-than-expected US rents put Fed patience in focus

US core inflation came in hotter than expected in January, rising by 0.4% month-on-month versus the more modest 0.3% gain...

Graph of the Week - An encouraging US earnings season
Front of mind | Article - 2 Min

Graph of the Week - An encouraging US earnings season

The latest news on US company earnings has been broadly positive.    Two-thirds of the companies in the S&P500 equity...

DANIEL MORRIS
| 09.02.2024
Weekly Market Update – No more fairy tales
Front of mind | Article - 4 Min

Weekly Market Update – No more fairy tales

The last part of 2023 was characterised by a vigorous pricing-in of the ‘soft landing’ narrative – the view that...

DANIEL MORRIS
| 08.02.2024

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