The ECB Cuts Again
19 October
Rate Hike Recess
25 Sep 2023•7 minut
Last week the OECD raised its growth outlook for this year but lowered it for 2024. Britain’s inflation rate unexpectedly fell in August to its lowest level in 18 months. The Bank of England kept interest rates unchanged for the first time in almost two years. The Fed also held interest rates steady, but it hinted at a hike later this year. Joining the two, the Bank of Japan also left its monetary policy unchanged. EM small-caps are set for their second-best relative return over large-caps in 14 years.
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Slowing Disinflation
12 October
Golden-Week Rush
5 October
China’s Massive Package
28 September
The Fed’s Big Rate Cut
21 September
The ECB Cuts Again
14 September
Banks Turn Bearish On China
7 September
Million-Dollar Gold Bar
24 August
Bonds Are Back
17 August
Black Monday
10 August
Diverging Rate Decisions
3 August
Still Strong
27 July
Smaller Is Better
20 July
The Name Is Bond, Green Bond
13 July
Landslide Victory
6 July
AI-Frenzy Takes a Break
29 June
Bye Apple, Hello Nvidia
22 June
The Fed Stays Put
15 June
An Indian Rollercoaster
8 June
The Name’s Bond, Convertible Bond
1 June
Nvidia Does It Again
25 May
A Small Relief
18 May
From Boom To Bust
11 May
Higher For Longer
4 May
Still Magnificent
27 April
Halve And Havoc
20 April
Stubborn Inflation
13 April
Choc Shock
30 March
An End Of An Era
23 March
Britain Bounces Back
16 March
China's Goal
9 March
Bye iCar, Hello iAI
2 March
Nvidia Beats Expectations
24 February
Germany Overtakes Japan
17 February
Riding The Dragon
10 February
China’s Falling Behind
3 February
India Outshines Hong Kong
27 January
Aging Dragon
20 January
US Inflation’s Accelerating
13 January
Tesla Lost Its Crown
6 January
2023 Market Wrap-Up
30 December
The Last Samurai
23 December
Fed Teases 2024 Rate Cuts
16 December
Bond Market's License to Thrill
9 December
Cyber Week Bonanza
2 December
OpenAI's Leadership Shuffle Drama
25 November
Inflation’s Cooling In The US And UK
18 November
Back Into Deflation
11 November
Triple Hold On Rate Hikes
4 November
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