German election result brings prospect of a ‘business-friendly’ coalition
Friedrich Merz is set to become Germany’s chancellor after the Christian Democrats won the largest share of the Bundestag
Macro Views
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Macro matters: German debt debate
As politicians and economists call for fiscal reform ahead of Germany’s federal election, PA asks what policy change might look like and what impact it could have for the wider eurozone market
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US inflation: Upside surprise ‘very uncomfortable’ for the Fed
US CPI rose to 3% in January, while core inflation also ticked up to 3.3%
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Bank of England cuts interest rates to 4.5%
FTSE rose to a record high this morning on expectations of the 25 basis points cut
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ECB cuts interest rates to 2.75% as central banks diverge
Follows the Federal Reserve’s decision to hold the Fed Funds rate at 4.25-4.5%
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Bank of Japan raises interest rates to 0.5%
Core inflation rose 3% in December, compared to the previous year
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Macro matters: Power grab
As data centres draw an ever-increasing amount of energy from the grid, fund managers are positioning themselves to benefit from the investments being made to keep up with demand
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Core US inflation undershoots expectations in ‘relief’ to policymakers
Headline inflation rose to 2.9% in December
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CIOs name trade wars and concentration risk as 2025’s top concerns
ARC market sentiment survey also found inflation to be among CIOs top risks for the coming year
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Trump tariffs: A looming disaster for the global economy?
SJP’s CIO Justin Onuekwusi looks at the potential impositions of blanket tariffs from a Trump presidency
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Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
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Euro vision: What Europe’s valuation discount means for investors
As Europe’s political and economic woes mount, and incoming US president Trump’s trade tariffs loom large, what are the region’s investment prospects