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30/10/2024, 11:43

The BoE's position may conflict with the Fed's

While the Fed may decide whether to accommodate Trump-led fiscal largesse, the BoE will have to determine whether to accommodate tighter fiscal policy in the UK by...

by Admin
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