The big themes of the year have been: A gradual fall in inflation towards Central Banks’ 2% target but in most cases, inflation remaining stubbornly […]

In some ways there has been one simple theme running through global financial markets over the last 6 months: Markets have been totally focussed on […]

US stocks cap global market rally Rate-cutting signals from central banks spark hopes of more sustainable gains for shares STOCKS: US stocks recorded their biggest […]

We finished 2023 with a very strong 2-month rally in stocks and bond indices/prices as investors bet that big central banks have finished raising interest […]

2-month rally drives stock and bond indices Investors bet on rate cuts UK lags behind US and Europe Global stock markets recorded their strongest year […]

Investors are piling into risky assets in the growing belief that the Federal Reserve and other major central banks are close to winning their battle […]

US: The US Federal Reserve (the ‘Fed’) is widely expected to leave interest rates steady this week when it meets at its regular 6-weekly meeting. […]

Higher (US Interest Rates) For Longer! Inflation, and therefore the associated movement in interest rates, remains the key driver for markets as it has all […]

Week ending June 16th, US stocks recorded their biggest weekly gain since March as investors hoped the Federal Reserve’s aggressive campaign of interest rate rises […]

The Federal Reserve raised its benchmark interest rate by a quarter of a percentage point on May 3rd, its tenth consecutive increase in just over […]