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Short-term we see only a small chance of a sustainable countermove
By: Francis (Frank) J. Kelly
Trump's cabinet picks get their confirmation hearings next week – But will they tell markets anything on policy?
Recent strong wage growth among lowly paid, young job switchers may reflect them moving into potentially more productive jobs. Such gains need not be inflationary.
Even after the Fed's first rate cut, the momentum of cash inflows remains high
The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
Immediate concerns alleviated, new concerns arise
By: Christian Scherrmann
Why the Fed will cut rates – sooner or maybe later.
Slowing down the U.S. Economy
Labor market tightness and its implications for monetary policy
Time has come to engineer that soft landing.
Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling
Recession looks likely to be avoided this time
Alternative assets in general, and European infrastructure in particular, may help returns and diversification potential to an investor’s asset portfolio and support European Transformation.
Trade conflicts are likely to prove a defining feature of the next Trump presidency