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The budget is the main event risk for the UK market. We discuss what we expect Chancellor Reeves to deliver, what this means for the Bank of England, Gilt issuance, rate markets and the currency....
The Reserve Bank of Australia (RBA) and financial markets have largely priced out the prospect of near-term rate cuts following an upside surprise in the Q3 CPI release.
Australiaâs $155B PPP market is transforming communities - building vital schools, hospitals, and sustainable infrastructure, while delivering stable, inflation-linked returns.
The large size of the RBNZ's rate cut in October surprised most market participants. Even so, we do not see inflation as a major concern for 2026 in view of its two main drivers: administered price...
Timely insights from inside Washington.
ClearBridge Investments: In markets, money is energy—and flow, not form, drives the cycle between fear and greed.
• The end of the US shutdown failed to instil fresh optimism on financial markets. • However, European equities are so far proving more resilient. • We remain neutral on duration and cauti...
Energy forecasters have long been calling for a near-term peak in global oil demand as year-over-year growth slows in the largest consumer markets of US, China, and Europe. These outlooks are being...
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