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Take Two: OECD lifts 2024 growth forecast; China announces major economic stimulus
What do you need to know?Global GDP growth is projected to stabilise at 3.2% in both 2024 and 2025, compared to 3.1% in 2023, according to a new report from the...
Leading the charge: Surge in US data centre growth is powering renewable energy investment opportunities
Take Two: Fed cuts rates by more than expected; Eurozone inflation lowest since 2021
What do you need to know?The US Federal Reserve (Fed) lowered its benchmark interest rate by a bumper 50 basis points (bp) to a 4.75%-5.0% range - its first cut...
Starter for 50
The much-debated soft landing scenario looks increasingly likely - and markets love it. The Federal Reserve (Fed) was bold in cutting interest rates by 50 basis...
Take Two: ECB cuts rates again; US inflation continues to fall
What do you need to know?The European Central Bank (ECB) delivered its second rate cut this year, taking its benchmark deposit rate down by 25 basis point to 3....
Rolling down the mountain
The path to lower interest rates is clear - at least in market pricing terms. Markets suggest we are heading towards a 3% Fed Funds Rate and a 2% policy rate in...
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