Goldman Sachs: Macro Outlook 2025
Goldman Sachs: Macro Outlook 2025 Read More »
The focus now shifts to the implications of a second Trump administration, particularly concerning tax policies, trade tariffs and deregulation efforts. Here’s what investors should be watching:
What will Trump’s re-election mean for global markets and Ireland? Read More »
In this week’s news feature, we focus our attention on the US presidential election and its impact on markets, investor sentiment and the various asset classes, plus the role played by elections historically . We also take a look beyond the election result itself, and at the probable political gridlock between the House and Senate
A Focus on – US Elections and what impact it may have on the markets for investors Read More »
This week’s news covers one dominant story- the latest Federal Reserve interest rate decision. The news highlights the view that this latest action reflects the Fed’s belief that inflation will soon become a thing of the past, and that steps are necessary to bolster the labour market.
A Focus on – The Latest Federal Reserve’s Interest Rate Decision Read More »
This week’s news feature covers the ECB’s most recent interest rate decision and examines how the Federal Reserve is contemplating the upcoming FOMC meeting in view of the latest US core inflation figures. Additionally, we highlight the UK, which, despite being the fastest-growing economy in the G7 for the first half of the year, reported
Following the Federal Reserve’s Jackson Hole conference, attention this week shifts to the US labour market and its influence on Federal Reserve policy, now that inflation is under control. We will also examine the projected US employment data set for release this week and its likely impact on near term monetary policy.
A focus on – US Labour market and its influence on Federal Reserve policy Read More »
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) emphasizes the importance of patience and time in the markets for longer-term value.
A focus on last week’s stock market sell-off and the importance of patience Read More »
This week’s news highlights the divergence in global monetary policy among the three main Central Banks: the European Central Bank, the US Federal Reserve, and the Bank of England. The minutes from each bank’s latest meeting reveal decisions on potential interest rate cuts, along with the underlying reasons for controlling inflation and stimulating the economy.
Divergence in Global Monetary Policy Read More »
Investors are assessing the 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.
Investors assess the impact of Biden’s withdrawal from the US Presidential race Read More »