Welcome to the latest edition of our monthly market roundups. September was a month packed with important interest rate decisions around the world. The Federal Reserve, Bank of England, European …
Truss’ “mini-budget” anniversary This week marked the 2-year anniversary of the infamous Liz Truss “mini-budget”, which proposed major unfunded tax cuts, and helped sterling slide to its lowest level in …
The jumbo Fed cut We noted in our post last week that markets were heavily pricing in a 0.25% cut to the US Fed funds rate at their meeting this …
S&P 500 trading higher than all year-end price targets Bloomberg’s crystal ball does often miss a beat when it comes to consensus forecasts. 2024 is looking to be no different …
Welcome to the latest edition of our monthly market roundups. Despite the volatility which roiled markets at the start of the month with the unwinding of the carry trade, the …