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14/10/2024, 11:10

Many central banks: Reactive, not proactive

We have spoken many times about how central banks, and particularly the Fed, seem to be basing policy on a more reactive response to the course of data than a proactive...

by Admin
11/10/2024, 11:09

Is it time to own bonds?

Owning bonds in an easing cycle seems like an obvious trade – and usually the right one. It is unlikely to be any different this time. But timing is important and so too...

by Admin
02/10/2024, 11:10

Why has the US dollar been so stable?

The US dollar has been in what might be called a ‘holding pattern’ for the past couple of years. But it is close to the bottom of the range now and the question is...

by Admin
30/09/2024, 11:38

What prospects for riskier assets?

In many senses it seems hard to envisage a better scenario for riskier assets than the one we have right now but, as always, there are factors that could upset this...

by Admin
27/09/2024, 11:00

Expectations for a fresh boost to the pound

Markets will be as understanding if new UK Chancellor Rachael Reeves Gerrymanders the fiscal rules to give her more room to pump up investment in next month’s budget.

by Admin
26/09/2024, 11:15

Which central banks will head for neutral?

In the past couple of days, we’ve heard Bank of Japan and Bank of England governors suggest that policy rates will likely head for “neutral” as policy is adjusted. The...

by Admin
26/09/2024, 02:38

Is it time to be greedy in stocks?

According to Mr. Huynh Hoang Phuong, a stock analyst, once the Federal Reserve (FED) agreed to reduce interest rates by 0.5%, both the Vietnamese and worldwide stock...

by Admin