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Weekly market update - Christmas before Thanksgiving
WEEKLY
MARKET UPDATE 17.11.2022
FRONT OF MIND | Blog – 4 Min

Weekly market update – Christmas before Thanksgiving

Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen….

NATHALIE BENATIA
| 17.11.2022

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What’s the chance the US Federal Reserve cuts rates in 1H 2023?

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Weekly market update - Christmas before Thanksgiving
WEEKLY
MARKET UPDATE 17.11.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update - Christmas before Thanksgiving

Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen....

NATHALIE BENATIA
| 17.11.2022
The stars may be aligning for China’s recovery
FRONT OF MIND | Blog - 3 Min

The stars may be aligning for China’s recovery

In recent days, China has proposed relaxing some of its strict zero-Covid policies and property market restrictions. These measures will...

CHI LO
| 16.11.2022
Weekly market update – The rate of deceleration
WEEKLY
MARKET UPDATE 10.11.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – The rate of deceleration

Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity...

DANIEL MORRIS
| 10.11.2022
Weekly market update: Inflation, inflation, what else?
WEEKLY
MARKET UPDATE 03.11.2022
FRONT OF MIND | Blog - 5 Min

Weekly market update: Inflation, inflation, what else?

While inflation is causing a headache, there are other factors that could add up to a serious market migraine. Russia’s...

CHI LO
| 03.11.2022
China’s new leadership – What has changed?
FRONT OF MIND | Blog - 3 Min

China’s new leadership – What has changed?

Four of the seven-member Chinese Politburo Standing Committee are new appointees. What are some possible implications of the change? The...

CHI LO
| 28.10.2022
Weekly market update – It’s not over
WEEKLY
MARKET UPDATE 27.10.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update – It’s not over

Investors pay heed to the decisions of the Bank of Canada (BoC) as a ‘leading indicator’ of monetary policy elsewhere....

NATHALIE BENATIA
| 27.10.2022
20th China Communist Party Congress - The surprise of no surprises
FRONT OF MIND | Blog - 3 Min

20th China Communist Party Congress - The surprise of no surprises

This is the first of two notes focused on reading between the lines of the policy announcements at the Chinese...

CHI LO
| 25.10.2022
Weekly market update – Central banks going at full tilt
WEEKLY
MARKET UPDATE 20.10.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Central banks going at full tilt

With no prospect of a let-up in the tightening of monetary policy on either side of the Atlantic, equity and...

ANDREW CRAIG
| 20.10.2022
China’s property market – How seriously at risk is it?
FRONT OF MIND | Blog - 3 Min

China’s property market – How seriously at risk is it?

While China’s well-documented property sector woes have led some observers to foresee a market crash with systemic implications, we believe...

CHI LO
| 14.10.2022

Weekly market update

Weekly market update – Downshifting in December?
WEEKLY
MARKET UPDATE 24.11.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update – Downshifting in December?

A remarkably rapid tightening of monetary policy by leading central banks has been the dominant theme for financial markets in...

ANDREW CRAIG
| 24.11.2022
Weekly market update - Christmas before Thanksgiving
WEEKLY
MARKET UPDATE 17.11.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update - Christmas before Thanksgiving

Since the 10 November release of the latest US consumer price index, bond yields have fallen and equities have risen....

NATHALIE BENATIA
| 17.11.2022
Weekly market update – The rate of deceleration
WEEKLY
MARKET UPDATE 10.11.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – The rate of deceleration

Central banks are raising policy rates to reduce aggregate demand and bring it back in line with the productive capacity...

DANIEL MORRIS
| 10.11.2022

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