Search results for 'England'

Search results 1-10 of 32
Zain Jaffer
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Bear market - or just a fake?
The last couple of weeks have witnessed some interesting macro developments, which may have caught the investing consensus offside.
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Feeling cheated in the UK?
UK government finances are in poor shape and have been further impacted by Bank of England losses on past asset purchases. Read more.
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Trick or treat?
We’re starting to see signs of cracks appearing in equity & credit markets, and geopolitical uncertainty means very low visibility at the macro level.
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The global implications for a shift in Japan’s yield curve control
Macro investing expert Russel Matthews offers insight into his expectations for the end of Japan’s experiment with yield curve control.
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Tokyo Drift - not quite Fast and Furious
As expected, the Fed raised rates this week another 0.25%. It waits to be seen if past rate hikes have cooled the economy enough to satisfy the FOMC.
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2024: a roadmap of geopolitical risk
We look at this year’s unprecedented geopolitical risk levels and the potential impact of elections around the world on fiscal policy.
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Double bogey
Saudi continues to double down on an ambitious agenda.
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Source of disruption arrested for the time being
It feels like markets are happy to catch their breath after a tumultuous few weeks. CIO Mark Dowding discusses the week’s talking points.
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Yields roar to new highs
A move to a new high in yields could see selling from technical-based accounts and could well weigh on sentiment.
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