Search results for 'volatility'

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Polina’s Perspective: Emerging markets – a high coupon affair or true love?
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Left feeling a bit deflated
Looking ahead with central banks and major data releases behind us, there is no clear focus for market attention over the next couple of weeks.
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Tokyo Drift - not quite Fast and Furious
As expected, the Fed raised rates this week another 0.25%. It waits to be seen if past rate hikes have cooled the economy enough to satisfy the FOMC.
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Come what May
We generally see economic activity moving ahead on a healthy trajectory, supported by a labour market which continues to look in good shape.
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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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Has Yellen inserted her chip into the mindset of the Fed?
During January, growing hopes for a soft landing helped propel equity markets to new highs, with risk sentiment broadly bullish at the start of 2024.
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Happy daze
Price action seems to be of a market happy to climb a ‘wall of worry’, even if market breadth has been very narrow on the move to the upside.
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Party like it's 1989?
Volatile political situations in the US and Europe continue to trouble investors, while policymakers continue to deal with the fallout from past QE.
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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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