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Good morning,   The lead-up to the inauguration reignited interest in the "Trump 2.0 trade" over the past week, with growth and...

Good morning and Happy Holidays.   Federal Reserve Chair Jerome Powell yesterday delivered a speech that offered important insights into...

Our view for the year ahead What has/will happen Inflation has entered a new regime, will be more persistent and volatile due to...

The past two weeks have seen significant market shifts, with the upcoming U.S. presidential elections being a key driver. Markets are...

Yesterday, the FED delivered its first rate cut in five years, opting for a 50-basis point reduction. This move, likely influenced by the...

Good morning. Lots of developments over the past fortnight. The FED's dot plot projections now indicate that rate cuts have been pushed...

Good morning. It's been a while since our last update, and time flies when you're working hard. What's changed in the macroeconomic...