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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...
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Weekly update on the Iran conflict: assessing ceasefire developments, Strait of Hormuz trade flows, and global market reactions. Explore key scenarios, economic implications, and strategic insights...
With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities (ABS) could be a valuable div...
The Middle East conflict dominated April headlines, keeping oil prices elevated. However, the Templeton Global Macro team observed that risk sentiment improved: the US dollar weakened, US Treasury...
Markets remain in risk-on mode, but recent US dollar weakness is prompting a closer look at its role in the global system. This week, we revisit the history of the dollar to understand what may lie...
US labor data surprised to the upside last week, but mixed signals remain. Canada’s labor market stayed weak, while Australia signaled a pause before further tightening.
Markets are shifting toward tangible assets as inflation, geopolitics and supply constraints reshape investment. AI enthusiasm looks overextended, while industrial depth, energy security and mispri...
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