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Global Economy
The last mile of inflation has a bad reputation
'Don't push us, the spike of 2021 and 2022 remains too raw'
January 25, 2024
Global Economy
Raghuram Rajan on inflation, financial risks, interest rates and more
Financial stability is never an easy objective
January 25, 2024
US Economy
Fed to begin rate cut discussions but avoid teeing first one up
The worst outcome would be for policymakers to lower rates and have to raise them again later if inflation moves higher
January 21, 2024
US stocks
S&P 500 hits all-time high in historic bull run
And if history is any guide, there’s potential for further gains ahead
January 20, 2024
Global Economy
Where will the global economy land in 2024?
Central banks such as the US Fed may start to cut policy rates in the first or second quarter of this year
January 11, 2024
Global Economy
The challenge of inflation
Inflation can be heavily affected by uncertainty and unknown unknowns that make themselves known
January 11, 2024
Investing strategies
A problem of interest: Navigating the new investment paradigm in 2024
The global economic landscape presents us with what can only be described as a problem of interest.
January 04, 2024
US Economy
Fed’s preferred inflation gauges cool, reinforcing rate-cut tilt
'The Fed will look at several data points to assess how soon and how much to cut'
December 23, 2023
US Economy
Fed rate cut hopes by March are 'optimistic', ex-IMF chief economist Rajan says
'The problem is the labour market is hot'
December 13, 2023
US Economy
Yellen sees inflation gradually heading back to Fed's 2% target
From a year ago, overall CPI was up 3.1%
December 13, 2023