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Don’t give up on us baby!
No way Hutch. The lower inflation gets, the easier it is for rogue numbers to upset the narrative. We are now in that phase and recent US inflation reports illu...
Take Two: ECB “not sufficiently confident” to start cutting rates yet; China sets 2024 growth target
What do you need to know?European Central Bank (ECB) President Christine Lagarde acknowledged that while inflation is falling back towards its 2% target, the ce...
USA Inc. is rich (and rewarding)
US market valuations have continued to rise. Equity price-to-earnings ratios are at two-year highs and credit spreads are back to where they were before the Fed...
Multi-Asset Investments Views: Bad news on the way… and therein lies the good news
Our positioningPositive on global equities – In the context of a macroeconomic soft landing combined with strong microeconomic fundamentals, we expect fu...
A Conversation about the Conversation
We think the ECB will admit the conversation has started on cutting, but we do not expect a clear timeline. June is still our base case for the first cut. ...