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Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?
Markets appear to have lost faith in the Fed’s desire to fight inflation. Globally, inflation remains above target but there is no clear trend. However, cyclical forces could push it higher over th...
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...
In the UK, urban family housing can combine the delivery of high-quality homes to underserved markets with tangible local outcomes, alongside long-term rental growth and attractive total returns.
Join us as we speak to Rio StedFord, St. James’s Place, about how the wealth industry is transforming.
The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
July defied its reputation as one of the year's most dependable months. As geopolitical tensions, AI-related capital expenditure and a more ambiguous Federal Reserve converged, investors increasing...
Fed dissents highlight a still pre-emptive tightening debate, while the BoE stays on hold and the BoJ’s coordinated FX intervention reinforces Q4 hike expectations.
Explore the key drivers of global markets in July, from geopolitical developments and the AI investment cycle to changing investor sentiment and the outlook for inflation and interest rates.
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