Search results for 'uncertainty'

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Polina’s Perspective: a journey to maturity – reflections from the window seat
Following a recent trip to South America, Polina Kurdyavko, Head of EMD, reflects on the challenges and opportunities for emerging market countries.
Chain reactions
We are left considering the chain reaction of events this week, which may be triggered by changes and upheaval in policy, and in geopolitical circles.
Will Warsh end up more hawkish than Powell?
This week, U.S. inflation risks point to a more hawkish Fed, while the AI investment buildout continues to drive tech demand.
Fast and Furious
The year has started with geopolitical tensions in Venezuela, Greenland and Iran, however it seems that markets have become desensitised these days.
Sheltering in Place
US and Israeli attacks on Iran triggered surging oil and gas prices, government bond yield rises, and heightened geopolitical risk this week.
Trump hubris meets reality
Kevin Warsh's hawkish FOMC stance was confirmed this week, whilst Middle East tensions eased as oil prices fell on tentative peace efforts.
Will AI pessimism dominate AI optimism, as we all become more fearful for our future?
AI fears continued this week, as debates intensified over job replacement risks and the potential for widespread economic disruption.
Christmas cheer on the way??
In our weekly macro note, we reflect on market implications for the next Fed Chair, improving gilt sentiment, and hopes for seasonal cheer in markets.
A great week for Japan's LDP, an awful one for UK's Labour
Japanese PM Takaichi secured a landslide victory this week, while in the UK, PM Starmer is damaged from recent political events.
Prince of Peace?!
It was an eventful week in Japan, where the election of Sanae Takaichi as LDP leader came as a surprise to markets and to us.