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Weekly Market Update – How do you walk the central banks’ talk?
Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in…
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Weekly Market Update – Immaculate disinflation?
Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path....

Weekly Market Update – Policy shift: are we there yet?
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’...

MARKET UPDATE 16.11.2023
Weekly Market Update – A week reinforcing hopes for a soft landing
US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price...

How innovative Asian firms have conquered niche environmental solutions
The rapid electrification of the car market highlights the global opportunities for the region’s technological leaders. Technological innovation has...

MARKET UPDATE 09.11.2023
Weekly Market Update – Slowdown in sight
The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What...

MARKET UPDATE 02.11.2023
Weekly Market Update – Bond yields dip, a change in the yo-yo pattern?
Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the...

MARKET UPDATE 26.10.2023
Weekly Market Update – The impact of the rise in US bond yields on Asia
The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week. The...

MARKET UPDATE 19.10.2023
Weekly Market Update – Too strong US data drives rates higher
Ten-year US Treasury bond yields are approaching 5%, surpassing the level reached earlier in October before the outbreak of conflict...

Chart of the Week - Have US bond yields overshot to the upside?
Perhaps the most striking (and surprising) development in the third quarter of 2023 was a significant rise in US real...