Tag: Market Insight
AMO Insight ‘Structural Changes in Japan’s Current Account Balance’
The main drivers of the yen depreciation that took place...
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Regenerative Food Systems: Finding Ways to Feed the World Without it Costing the Earth
How can we achieve food security for the world’s growing...
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Market Monitor – 1 September 2023
Global stock markets ended a challenging month on a positive...
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A Familiar Summer Sell-Off But will September See the Same?
Equity markets have moved off their highs over recent weeks,...
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China’s Impossible Trilogy
Significant optimism followed the post-covid reopening of China’s economy at...
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In Credit Weekly Snapshot – August 2023
Higher and higher Key markets overview Inflation jigsaw not falling...
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US Labour Market Conditions and Employment Costs
With US headline and core inflation remaining far above the...
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Azhar’s Crunching Credit – Red Hot July
July was scorching hot in credit markets, spreads tightened aggressively...
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Waiting for the Storm: Private Credit Mid-Year Outlook
In this outlook, we assess why private credit has generally...
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