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Take Two: Doubt over early rate cuts; China meets 2023 growth target
What do you need to know?The European Central Bank (ECB) is more likely to start cutting interest rates in the summer, than the spring as markets had anticipate...
Probing the “Last Mile”
Key points Geopolitical risks re-emerge to potentially derail the dampening of global inflationary forcesThe US December inflation print was not all good n...
Take Two: World Bank warns on global economic growth; US inflation accelerates
What do you need to know?The global economy is on track to deliver its weakest half-decade performance in 30 years, partly because of higher borrowing costs, th...
Risk Asymmetry
Markets don’t budge on their aggressive pricing of the policy trajectory for the Fed and the ECB despite the absence of “lights flashing red” which would...
Take Two: Fed indicates high rates for some time yet; Eurozone inflation accelerates
What do you need to know?The Federal Reserve may ease monetary policy this year but warned interest rates could remain high “for some time” until inflation...
COP28: Limited expectations met with some progress on climate finance
Key points:COP28 saw agreement on transitioning away from fossil fuels, but there is still much more to be done to turn words into concrete actionsIncreased sup...
Dovish “Bivot”
We were expecting the Fed and the ECB to push back against the market’s aggressive pricing. Only the latter did. The Fed may too relaxed, and the ECB too worr...
Take Two: Fed and ECB hold rates; COP28 deal agreed
What do you need to know?The US Federal Reserve (Fed) kept interest rates at their 22-year high at between 5.25% and 5.50% by unanimous decision at its December...
US reaction: Powell exacerbates cut expectations – accident or design ?
Key points:Fed left rates on hold by unanimous decision.Statement acknowledged softening in growth and progress in inflation, but that it remained elevated.Fed...
Oops, there goes gravity
Interest rate cut expectations were emboldened by the outcome of the Federal Reserve’s (Fed) latest policy meeting. Bonds and equities have rallied, and the f...
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