Search results for 'debt'

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Not a great week for bald white men
It can be easy to get sucked in by market momentum and maintaining discipline is always paramount in the pursuit of success.
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Market enthusiasm for lower rates risk getting over its skis
We’ve seen some substantial market movements in the last few months, and as such, we do not see volatility dropping much into the end of the year.
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Here comes Santa Claus, right down Santa Claus Lane….
The past week always felt like it had the potential to be a catalyst for some substantial market movements and this has certainly been the case.
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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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Hit for 6?
We continue to believe that growth will slow by the middle of next year and no more than one further hike from the Fed will be required in this cycle.
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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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Smoke and mirrors
Sometimes we can see positive trends build in the run up to Christmas, though this year we remain more circumspect.
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November binge may make for a leaner December
With the advent countdown underway, we feel there is plenty to ponder in the next couple of weeks and that economic data will be closely scrutinised.
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Rate cut hopes get eclipsed by the data
Meetings with policymakers in Washington this week have underlined the resilience of US growth, with little discussion of the economy slowing at all.
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Little to prompt early policy changes
We retain a cautious view from a macro perspective, on the basis that markets seems to be relatively complacent in fully discounting a soft landing.
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