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.Insights
October 2022
Bloomberg Daybreak
GCIO Interviews Library
The Emerging Themes of 2025
January 13th, 2024 What will the global financial markets be like this year? Where does value lie? Will the incoming US administration’s...
A Disrupted Year-end
December 30th, 2024 The markets are experiencing a somewhat uncharacteristic end to the year. The sharp inversion of the US government...
2025 Outlook
We are pleased to present our 2025 outlook. This report offers a thorough analysis of the key trends, opportunities, and challenges...
Central Banks Challenged with Different Problems
December 16th, 2024 The Fed will likely cut rates this week by 25bps but may make next year's cuts in interest rates more conditional The...
Central Banks Remain Helpful
December 9th, 2024 Fed on track to affect another rate cut – unless this week’s CPI report springs a surprise NASDAQ 100 now up 32%...
In Thee We Trust (or Maybe Don't)
November 25th, 2024 As we navigate the transition of power from the Biden administration to President-elect Donald Trump, it’s striking...
Reflections on a Transition
November 18th, 2024 After initial euphoria, markets react to the disruptive nature of the transition to a new presidency Q4 US growth may...
He's Back
November 11th, 2024 President-elect Donald Trump has a strong mandate to push through The market's initial reaction is fair with equity...
There will be Fireworks this Week
November 4th, 2024 November 5th Marks a Significant Date: Fireworks and a pivotal election could drive notable shifts in sentiment. US...
Is Being Popular the Answer?
October 28th, 2024 Populism at the Forefront : Populism is clearly taking center stage in the US presidential election. Debt & Deficit...
Equities and Gold have the Edge over Bonds
October 21st, 2024 Economists upgrade their US and China GDP forecasts The equity markets are enjoying the growth more than bonds which...
Are We Seeing Reflation?
October 14th, 2024 The urgency for US Fed fund rate cuts dissipates. US growth and inflation data continue to surprise to the upside...
A World of Sharp Contrasts
September 30th, 2024 Weak US consumer confidence data brings calls for a further 50bps Fed rate cut China reverses prudent policies and...
Now What?
September 23rd, 2024 The Fed makes a good start to the rate cutting cycle, trimming rates by 50bps The peaking of US policy rates often...
The Fed's Close Call
September 16th, 2024 We are hopeful that the Fed will deliver a 50bps rate cut, if not the market will likely be disappointed A new Fed...
We Need Central Banks to Step on the Gas
September 9th, 2024 Investors fret that US economic data does not emphatically push the Fed to provide a 50bps rate cut this month Marked...
Building the Case for 50bps?
September 2nd, 2024 This week's US employment report has the power to push the Fed to cut by 50bps Income seeking strategies the lower...
Fed Rate Cut – There’s No Turning Back
August 26th, 2024 Jerome Powell gives am emphatic message that the Fed will cut rates The market expects measured rate Fed cuts, at 25bps...
Back to Normal?
August 19th, 2024 Equities have recovered their poise, helped by bond yield that have stayed low US economic data may have surprised to...
Half-Way Back
August 12th, 2024 Markets recover 50% of their dips -equity indices, and bond yield lows. Economists debate if weather-related issues...
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