Tag: Inflation
ClockWise: Late Cycle So Soon?
Stocks rallied hard from October onwards on broadening signs of...
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Where can Investors Find Returns, As Fed Rate Cuts Edge Nearer?
Markets anticipate Federal Reserve rate cuts later in 2024 as...
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The SNB Starts its Monetary Easing Cycle
At its meeting on 21 March, the Swiss National Bank...
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Azhar’s Crunching Credit – February Spreads Tighten But Eyes Still on Inflation Data
February was a month where we saw spreads tighten to...
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Muzinich Weekly Market Comment: Inflation Weighs on Government Bonds
In our weekly take on the key developments in financial...
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JP’s Journal: Powell’s Message: The Job’s not Quite Done
Last week, a headline mentioned the increase in use of...
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Upside Inflation Surprise… Not as Bad as it Looks
Headline December UK consumer price inflation (CPI) came in at...
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What Worked in 2023 and What Could Work in 2024?
What worked in 2023 and what could work in 2024...
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Commodities: An Immaculate Asset for an Immaculate Disinflation?
Commodities: an immaculate asset for an immaculate disinflation? A recent...
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European Review: Some Deficits Remain in the Red
Europe is no stranger to a debt crisis but Greece...
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