Financial

“This Valentine’s Day, we take a closer look at the intricate relationship between love and economics in our feature, ‘The Economics of Romance.’ While gestures of affection remain timeless, the financial realities behind them are evolving. A prime example is the rising cost of cocoa, which has significantly impacted chocolate production and retail prices – […]

The Goldman Sachs Macro Outlook offers a deep dive into the evolving global economic landscape. This comprehensive analysis examines key trends, forecasts, and challenges shaping markets, including monetary policies, inflation trajectories, and geopolitical developments. With a focus on providing actionable insights, the outlook serves as a valuable resource for investors and businesses navigating complex economic

In this week’s news article, after the dust has settled on Donald Trump’s re-election as the 47th President of the US, Morgan Stanley (2024) reveals how Trump’s plans for tax cuts, tariffs and deregulation could shape markets and impact investors. While Reuters (2024) explores how the ‘Red Sweep’ of Republican control will impact the extent

This week’s news feature delves into the far-reaching implications of the US elections on markets, investor sentiment, and various asset classes. We explore how the historical role of elections has shaped economic landscapes and influenced financial decision-making. But our analysis doesn’t stop at the election results themselves; we also examine the potential for political gridlock

This week’s news covers one dominant story – the latest Federal Reserve’s interest rate decision. The central bank’s action signals their confidence that inflation will soon be under control and underscores the importance of strengthening the labour market. By taking decisive steps, the Fed aims to balance economic growth with price stability, providing a clearer

This week’s blog covers significant market implications following the most recent FOMC Meeting and ECB Rate Decision. It begins with the European Central Bank’s (ECB) latest interest rate decision, examining its potential impact on monetary policy in the region. As inflation pressures persist and growth wavers, the ECB’s approach will influence market stability during these

Our latest blog examines the dynamics of the U.S. labour market and its significant influence on Federal Reserve policy. Following the Federal Reserve’s Jackson Hole conference, attention this week shifts to the US labour market now that inflation is under control. As employment trends evolve and inflationary pressures persist, the Fed’s decisions will play a

Today’s news article looks at the implications, historical context and lessons for investors from last week’s stock market sell-off and MSN.com (2024) emphasises the importance of patience and time in the markets for longer-term value. Discover valuable insights and in-depth information – download the full PDF now to explore more! Stay ahead in the ever-changing investment landscape

What does the divergence in global monetary policy mean? Divergence in Global Monetary Policy explores how central banks across the world are navigating differing economic challenges and priorities. While some economies focus on tightening policies to combat persistent inflation, others adopt a more accommodative stance to stimulate growth. This divergence reflects the varying impacts of

Investors are assessing the investment impact of Biden’s withdrawal from the presidential race on various aspects, from the economy to the stock market. Some believe this introduces a new level of political uncertainty that could lead to market volatility. Meanwhile, others suggest that the so-called ‘Trump trade’ might face changes as investors re-evaluate their strategies.