Our latest macroeconomic insights Global Economics Update The macro & market implications of the US election We held online Drop-In sessions with clients this week to discuss how we factor the US election into our thinking on the macro and market outlook for the US and other parts of the world. This Update... 24th October 2024 · 10 mins read Japan Economics Update Yen could weigh further on the TOPIX We argued last year that the relative strength of Japan’s stock market mostly reflected the weak yen rather than a fundamental transformation of its corporate sector. Developments since then suggest... 23rd October 2024 · 6 mins read Global Economics Focus Getting a clear read on labour market conditions The September release of US non-farm payrolls was just the start of a run of strong employment releases in advanced economies this month, reigniting fears about pay growth and inflation. However, when... 21st October 2024 · 13 mins read Asset Allocation Update Rising geopolitical tensions could prick the AI bubble A further decoupling of trade ties between the US and China or a sharp rise in Cross-Strait tensions, even if a full-blown conflict is avoided, are two big geopolitical events that we think present a... 11th October 2024 · 8 mins read Pagination Previous … Page 34 Page 35 Page 36 Page 37 Current page 38 Page 39 Page 40 Page 41 Page 42 … Next
Global Economics Update The macro & market implications of the US election We held online Drop-In sessions with clients this week to discuss how we factor the US election into our thinking on the macro and market outlook for the US and other parts of the world. This Update... 24th October 2024 · 10 mins read
Japan Economics Update Yen could weigh further on the TOPIX We argued last year that the relative strength of Japan’s stock market mostly reflected the weak yen rather than a fundamental transformation of its corporate sector. Developments since then suggest... 23rd October 2024 · 6 mins read
Global Economics Focus Getting a clear read on labour market conditions The September release of US non-farm payrolls was just the start of a run of strong employment releases in advanced economies this month, reigniting fears about pay growth and inflation. However, when... 21st October 2024 · 13 mins read
Asset Allocation Update Rising geopolitical tensions could prick the AI bubble A further decoupling of trade ties between the US and China or a sharp rise in Cross-Strait tensions, even if a full-blown conflict is avoided, are two big geopolitical events that we think present a... 11th October 2024 · 8 mins read
