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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...
Thoughts from Western Asset on the closing of the Straight of Hormuz (again).
In a higher inflation and interest rate environment, we believe Singapore equities may be comparatively well positioned against REITs and bonds, supported by earnings growth and structural policy t...
A wave of relief swept investors this week, as easing tensions between the US and Iran pushed oil prices lower and improved confidence, helping markets regain momentum.
Economists and strategists have long been taught that the US economy is dominated by consumers, and of course this is borne out by the well-established contribution of consumption to economic growt...
• Energy prices fell and markets rose after the US and Iran signed a memorandum of understanding. • In the US, new Fed chairman Kevin Warsh left rates unchanged but had to withdraw mention of...
The Bank of England’s monetary policy committee (MPC) voted to hold Bank Rate at 3.75%. The vote, in line with consensus, was 7-2 with Huw Pill and Megan Greene voting for a rate rise.
Explore one of our recent reports, which navigates the geopolitical race for humanoid dominance.
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