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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...
Germany’s shift from stagnation towards renewal is gaining traction, supported by fiscal expansion and an opening reform window.
A fragile easing in geopolitical tensions has sparked a broad-based rebound across global markets, with risk assets rallying in line with strong seasonal tailwinds. However, rising inflation pressu...
A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
Fears of an inflation spike bolster the case for adding equity income exposure to allocations. Conflict in the Middle East has raised the specter of inflation again. As the energy price shock thre...
The Middle East crisis has disrupted the market dynamics of the US dollar, oil and gold, underscoring the need for tactical flexibility and for investors to build resilient portfolios that are not...
• De-escalation in the Middle East led to a fall in government bond yields and a rebound in risk assets. Monetary policy expectations were also revised lower. • The IEA’s chairman said oil su...
The Iran war has sparked an inflation shock with broad market consequences. How should investors navigate this complex scenario?
With just hours to go before a threatened US attack on Iran’s domestic infrastructure, the US and Iran reached a tentative two-week ceasefire ahead of talks scheduled for Saturday, April 11 in Isla...
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