Is China’s Policy Playbook Outdated?
- Date: 22/11/2024
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 by the incoming US administration.
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Market Commentary – October 2024
- Date: 06/11/2024
Key Themes Driving Currency Markets 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 Trump election victory underpinned the rally over the month. Fed Chair Jerome Powell set the….
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Market Commentary – September 2024
- Date: 11/10/2024
Key Themes Driving Currency Markets 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 August employment report undershot consensus, but the 142K print was still an improvement from….
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