Search results for 'uncertainty'

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Polina’s Perspective: Emerging markets – a high coupon affair or true love?
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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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Biden undermining the inflation fight as wages become political
We would continue to expect some incremental evidence of slower economic activity and somewhat higher inflation pressures over the next few weeks.
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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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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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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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The world's getting hotter, but at least inflation is starting to get cooler
Amidst the enthusiasm for inflation trending back towards target, it’s appropriate to question the extent to which such moves will prove sustainable.
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Quick in the transition
And not just in football….
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MacroMemo | 03 October 2023
Macroeconomic update from Eric Lascelles, Chief Economist, RBC Global Asset Management.
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MacroMemo | 27 June 2023
Regular macroeconomic update from Eric Lascelles, Chief Economist, RBC Global Asset Management.
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