Events have gone into overdrive since the failure of Silicon Valley Bank and Signature Bank. The weekend of 18/19 March...

Market measures of stress in the US and European banking sectors currently do not show signs of extreme investor concern....

Markets this week have been gripped by apprehension over the potential fallout in the banking system from the abrupt end...

Uncertainty over how long it will take to tame inflation has kept the US Federal Reserve (Fed) and European Central...

Back in mid-January, all the talk was of when the US Federal Reserve would begin cutting interest rates – when...

One development of note since the start of February has been the upward revision of the ‘terminal rate’ – the...

Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater...

‘Stagflation’ – stubbornly high inflation and weakening economic growth – is the cause of a monetary policy dilemma for the...

2023 to date has seen financial markets race higher. Valuations of equities, bonds and risky assets generally have rallied on...

The surge in equities and fall in long-term bond yields so far this year suggests investors have been buying into...