Market and Economic Summary January was a month full of newsworthy events, including the change in leadership in the US, the additional player in the Artificial Intelligence (AI) race, as well as continued policy uncertainty surrounding the direction of inflation and...
Market and Economic Summary The year 2024 ended on a subdued note, with most equity markets posting negative returns in December. While the US Federal Reserve delivered a widely anticipated 0.25% rate cut, the hawkish tone of its accompanying statement unsettled...
Market and Economic Summary Global equity markets produced mixed returns this month, with developed markets lagging emerging markets. Developed markets halted a 5-month run of strong returns, as most developed market equities sold off during April. Sticky inflation, a...
Market and Economic Summary Global equity markets continued their strong run in the face of more persistent inflation and a delay in the expected interest rate cutting cycle. Central banks continue to keep a close eye on economic conditions as sticky inflation has...
Market and Economic Summary Global equity markets produced strong returns this month as most markets ended the month in positive territory. February marks the 4th consecutive month of positive performance from the US equity market, as expectations that the US Federal...