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Tag: Inflation

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Macro Matters

Macro Matters provides a concise, comprehensive look at macroeconomic themes...

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Taking Stock: UK Companies and the Inflationary Landscape

Cheeseburgers. What is happening across the UK economy can be...

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Asset Allocation Highlights – Expectations Out of Line

Given that the current downturn really is global, we are...

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JP’s Journal: Where the US Leads, Others will Follow

Last Wednesday the US Federal Reserve (Fed) delivered its expected...

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War, Inflation and Interest Rate Hikes Spook Markets. But there are Reasons for Optimism.

https://player.vimeo.com/video/734329371 Markets had a very strong run in the wake...

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Emerging Markets Inflation: Characteristics, Causes and Effects

Key points   Global factors have put upward pressure on...

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Q2 2022 Repo Update

The combination of a rate hiking cycle, inflationary pressures and...

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Market Monitor – 15 July 2022

Global stock markets have suffered heavy losses this week due...

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Inflation, Rising Rates, Ukraine Conflict Take Their Toll on EM Debt in 2Q

Boston – The sell-off in emerging markets debt (EMD) continued through...

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Inflation Continues to Boil, with No Simmer in Sight

Boston – The sun is the center of our solar system...

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