Search results for 'England'

Search results 11-20 of 30
Could the British Tory party place 4th in the coming election?
As we gear up for a probable Trump vs Biden part 2, it’s understandable that enthusiasm for the democratic ideal has waned in some parts of the world.
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A spritely economy and geriatric politicians
With equities buoyant and bitcoin rampant, our conversations with policymakers have focussed on the theme of US growth exceptionalism.
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Playing the patient game
Market focus has moved from the US debt ceiling since the threat of default was taken off the table, jumping to an artificial intelligence frenzy.
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Action speaks louder than words (or dots)
Or is it a case of glass half full versus glass half empty?
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BoJ bodge
A tightening bias remains in place and we continue to think that it will be premature to look for policy to ease before the second half of 2024.
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Geopolitics meets markets
Tim Ash explains the difficulty balancing geopolitics and markets, while describing why the China-US relationship is an anchor for global geopolitics.
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Christmas flip-flops and market fashion thoughts for 2024
As we head towards Christmas and the New Year, CIO Mark Dowding evaluates 2023 and contemplates the year ahead.
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Make Japan Great Again (MJGA)
From our week in Japan, there’s a clear sense that the yen is too low, and it’s startling to observe how cheap items are there compared to overseas.
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Has the picture been subject to manipulation?
Biden’s popularity continues to lag and one wonders whether there could be pressure to ensure that the dots don’t turn more hawkish.
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Actions and their delayed consequences
We continue to expect growth to slow to a standstill in the second half of the year, with the outlook in 2024 also looking downbeat. Read more.
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