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Take Two: OECD expects global GDP to reaccelerate in 2027; Eurozone inflation rises
What do you need to know?The Organisation for Economic Co-operation and Development (OECD) expects global economic growth to accelerate to 3.1% in 2027, up from...
Clean and orderly
The widespread focus on artificial intelligence and strong global equity market returns have left bond markets a bit under the radar in 2025. Yet fixed income r...
Take Two: Markets on track for robust 2025 returns; German economy stagnates in Q3
What do you need to know? Following a volatile few weeks, market...
Europe's economy is in much better shape than people might make you believe
There has been remarkably limited interest in Europe at recent international economic and financial gatherings, as if ‘Europe’s moment’, as ECB President...
Take Two: Fed divided over December rate cut; Japan unveils new stimulus package
What do you need to know?US interest rates are likely to continue easing, though Federal Reserve (Fed) officials expressed “strongly differing views” over a...
Shoot you down
There might be people shouting “I told you so” after US technology companies’ share prices fell sharply this week. It’s been building since the big play...
US equities - Artificial intelligence: Not a bubble… yet
Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of ChatGPT in November...
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