Search
Sunny with the odd shower
The big picture is unchanged. Global growth is positive, and expectations are being nudged higher. Inflation is coming down, but the phrase “the final mile of...
Take Two: IMF raises global growth forecast; Eurozone inflation falls
What do you need to know?The International Monetary Fund (IMF) raised its global growth forecast to 3.2% for 2024, slightly higher than its January forecast of...
Forget the politics: Why election uncertainty won’t, and shouldn’t, put investors off the US
Carry me home
Markets are getting close to pricing out any interest rates cuts for 2024. That seems a little extreme. In Europe and the UK, inflation is likely to ease furthe...