Search results for 'uncertainty'

Search results 41-10 of 10
Shifting Strategies: How institutions are embracing fixed income hedge funds
Kept in the dark
U.S. inflation met expectations this week, whilst Fed independence concerns emerged and Middle East tensions pushed European energy prices higher.
Swiss cheesed
The case for more material US rate cuts through 2026 rests more on a perceived dovish pivot in US monetary policy, under a new Fed Chair.
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.