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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...
The rally of global markets from the lows of March has been mainly an IT-driven story. This has been visible in US and Asian markets.
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May delivered strong returns and a renewed appetite for risk, but beneath the optimism lies an increasingly complex reality. While hopes of a US-Iran agreement have eased pressure on energy markets...
Please join Mark Capleton in discussion with Stephen Juneau, Alessandro Infelise-Zhou and Meghan Swiber on inflation and the inflation markets, covering: the outlook for inflation, where we diverge...
Discover the 2026 midyear outlook for China equities, as AI innovation, policy support, earnings recovery, and liquidity shape market opportunities.
Explore the 2026 midyear outlook for Asia equities, from AI-driven growth and chip momentum to North Asia leadership and geopolitical risks.
Short-term gold forecasts have been revised downward, reflecting the repricing of Federal Reserve expectations and the rise in short- and long-term interest rates observed in recent weeks.
In a strong week for markets, with record equity highs and falling bond yields, driven by lower oil prices and improving inflation signals, optimism is building but it's still not secure.
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