Nov 161 min readWeekly Talking Points - UK inflation watch this weekOur round-up of what to expect in the coming week and the key events of last week. UK inflation readings are front and centre this week,...
Nov 153 min readTrump policies - Beware the DIP!The US stock market has cheered Trump’s election, especially small and mid-cap stocks. But if he fully implements his policies the...
Nov 131 min readFocus - Currency Matters November 2024The USD rallied over the last month as Fed rate cut expectations shifted from a sub-3% terminal rate to near 3.8% now. We still expect a...