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Take two: Fed and BoJ leave rates unchanged; Fed lowers US economic outlook
What do you need to know?The Federal Reserve (Fed) left interest rates unchanged at 4.25%-4.50% for the fourth consecutive meeting, as policymakers continued to...
Walking blind
I’ve always struggled with the question “what’s priced in?”. A petulant me would draw on rational expectations and answer everything - current pric...
Take two: World Bank cuts global growth outlook; US inflation rises less than expected
What do you need to know?The World Bank cut its global growth forecast, cautioning that increased trade barriers and heightened uncertainty pose a "significant...
Heating up
The S&P 500 is up 11% since 9 April and the deadline for what US President Donald Trump will do with tariffs is approaching. Israel and Iran are firing at each...
Take two: ECB cuts rates; OECD lowers global growth outlook
What do you need to know?The European Central Bank (ECB) cut its key deposit rate by 25 basis points to 2.0%, after Eurozone inflation fell below its 2% target....
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