Posts Tagged ‘Rates’
‘Twas The Road Trip Before Christmas, and the Markets Barely Budged
I drove from Portugal to the UK and back – so the only thing moving consistently over the past 8-days was my car. With Christmas just two weeks away, the trading floors remained quieter than usual, with many already lost in seasonal lunches or waiting for someone else to kick-start the action.
Read MoreGlobal Investment Outlook: Market Dynamics in 2025
The investment landscape in 2025 has presented a fascinating paradox. While many individual investors have faced personal challenges, institutional capital has found remarkable opportunities in elevated market volatility and emerging structural shifts across global economies.
Read MoreIf the Wheels Are Coming Off the Economy, Why Are We So Positive About Equity Markets?
It appears that employment in the U.S. is no longer as buoyant as many expected. Rate cuts are being demanded – perhaps unnecessarily – and we continue to compare today’s economic figures with those of past years, often without accounting for the differences in today’s environment.
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