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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
After months of speculation — and in a somewhat hawkish surprise — President Donald Trump has nominated Kevin Warsh to serve as the next chair of the Federal Reserve. Pending Senate confirmation, W...
CIO Weekly Perspectives | February 02, 2026 Investing Amid the Chaos Political noise can become deafening, but in...
Non-US and emerging markets led global equity returns in 2025 as dollar weakness, valuation catch-up, and shifting leadership reshaped performance.
One month in, the long end of the government bond curve has underperformed – with the Japanese government bond curve steepening the most – while European government bonds outperformed their US peer...
FOMC holds rates with two dovish dissents as labor market concerns deepen, while global economies face mixed inflation, policy debates, and market reactions across regions.
This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate.
From a subpoena to a nomination, the Fed has dominated the headlines.
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