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 […]

The biggest feature of the last few weeks had been a ‘mini-banking crisis’ which threatened to develop into a global banking crisis. There is much […]

US and global markets continue to be driven by inflationary concerns. US inflation as measured by the CPI – Consumer Price Index has inflation running […]

Inflation will be the key driver of bond and equity markets for 2023 Annual US inflation fell in December to its lowest level in more […]

Market expectations have shifted for the path of the speed of interest rate rises by the US Central Bank – the Federal Reserve – an […]