The European Central Bank holds rates: Will we still see two more cuts this year?
Markets were assigning a 92% probability of the ECB holding rates prior to today’s meeting
Monetary Policy
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Will a rate cut reignite Europe’s markets?
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation
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(Another) new dawn in Japan?
With Japanese equities performing well over the past decade, managers argue it is unfair to suggest the country’s previous ‘new dawns’ didn’t play out
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Janus Henderson: Monetary policy divergence offers opportunities in European credit and EMD
Markets scaled back expectations of rate cuts in the US for 2024 from six cuts to two
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How much longer will gilt and treasury yields remain in lockstep?
The UK’s debt burden is high and it is not master of its own destiny, writes Cherry Reynard
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UK inflation falls less than expected at 3.2%
Divergent economic signals ‘pose a dilemma’ for Bank of England policymakers
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Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts
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Will bumpy inflation figures defer the interest rate cuts markets hope for?
Path towards the 2% target is more turbulent than many expected
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‘No longer in need of life support’: Industry reacts to Japan’s first rate hike in 17 years
Move seen as ‘extremely significant’ for global markets
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UK annual wage growth falls below estimates to 6.6%
60 basis points below the ONS’s growth figures released last month
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Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
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Brooks Macdonald’s Walker: How to navigate 2024’s economic crossroads
The head of the firm’s investment specialist team discusses AI, the rise in bond yields and a mixed picture for economic growth