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Deferred Confidence
Powell’s Q&A and the payrolls put paid to expectations of quick cuts by the Fed Euro area January inflation – with concerning developments in ser...
Take Two: Eurozone avoids recession; Fed and BoE keep interest rates on hold
What do you need to know?The Eurozone narrowly avoided recession in the final three months of 2023 as the economy recorded flat growth on a quarterly basis, acc...
Take risk, take credit
Economies grow over time and investors get paid for taking market risk. Equities and credit have rewarded investors over recent years – even with the adjustme...
Latin America: A new frontier for ESG-driven investors
An introduction to ESG-based investing in Latin America countries including Mexico, Chile, Peru, and Colombia.On a global scale, investments based on Environmen...
Eurozone Q4 GDP: Flat print with weak details, supporting earlier rather later rate cuts
Key points:Eurozone GDP growth was flat in Q4 23 coming in between ours and market expectation.2023 GDP rose by a meagre 0.5% in line with our long held below c...
Exploring a Miracle
In the US, strong growth combined with further disinflation has raised the credibility of a very rare occurrence: a painless landing. In the Euro area, Christin...
Take Two: US growth beats expectations; ECB leaves rates on hold
What do you need to know?The US economy grew faster than expected in the final three months of 2023, delivering 3.3% annual GDP growth, well ahead of the 2% ana...
ECB reaction: Uncertain in January, rendez-vous in March
Key points:The ECB Governing Council (GC) stayed put on the rates front at its January meeting as widely expected.“High for long” interest rate policy guida...
An evolving consensus
No recession, lower inflation and stable-to-lower interest rates. That’s the consensus for 2024. It’s adapting, largely due to the resilience of the US econ...
Postcard from Davos
Key pointsA better managed US-China rivalry comes as a relief – but not enough to spur strong optimismThe US elections as a key conversation topic Lagard...
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