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Market commentary – October 2024

Date: 22/11/2024

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Market Commentary

US dollar buoyed by Trump and hawkish Fed communique The US dollar mounted a strong comeback in October as hawkish Fed comments, stronger employment data, and rising odds of a …

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Is China’s policy playbook outdated?

Date: 22/11/2024

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Market Commentary
Outlook

Following Trump’s victory, the spotlight has shone on China as investors contemplate whether the injection of stimulus measures will be the antidote to its ailing economy and the tariffs threatened …

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Record global currency commentary – Q3 2024

Date: 24/10/2024

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Market Commentary

In our quarterly commentary we take a detailed look at the drivers of developed and emerging markets currencies over the quarter, and share our analysis of events that may impact …

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Market commentary – September 2024

Date: 11/10/2024

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Market Commentary

Fed policy drives the greenback, economic data secondary The US economy demonstrated its resilience in September following a tumultuous August during which fears of a hard landing roiled markets. The …

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Market commentary – July 2024

Date: 07/08/2024

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Market Commentary

UK and US politics to the fore In the UK, Labour secured its largest parliamentary majority since Blair’s landslide in 1997. GBP was stable following the results as its positive …

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Market commentary – June 2024

Date: 09/07/2024

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Market Commentary

A busy month for political upsets First there were EU elections which as expected saw a strengthening of the right-wing parties within the European Parliament. However, the result in France …

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