The Fed continues to navigate a tricky balancing act, taking what could be considered a hawkish pause in June, with the express intention of raising rates again later to get headline consumerRead More…
Central banks remain centre stage The fight against inflation continued in earnest during November, with little sign of inflation easing materially and sustainably. The developed market central banks that held rate-setting meetingsRead More…
The battle against inflation remains the global financial markets’ primary concern. Although there are some signs of inflation easing, namely in commodity and food prices, core inflation remains high, and there’s evidenceRead More…
Financial markets have sold off dramatically in the face of so-called “monster” rate hikes, with the US Federal Reserve responding to a higher than expected May inflation rate with a 75-basis pointRead More…
First Quarter 2022 Market Update: As 2022 rolled in we were all focused on inflation and what policy makers were going to do about consumer price inflation reaching multi-decade highs. Central banksRead More…
Inflation trends remained under intense scrutiny through November into early December, with investment sages all predicting that it will be the future trajectory of price increases and the central banks’ responses thatRead More…
April saw the bull run in equities continue – prompting further concern about how long the stock market rally is likely to continue – and bonds yields remained elevated in the faceRead More…