The sudden collapse of Silicon Valley Bank caused investors to flee risk assets and seek shelter from the storm in safe haven government bonds last week. The blue-chip S&P 500

In the wake of recent events, sell side forecasters have been scrambling to (re)adjust their view on the USFederal Reserve’s likely course of policy action. From a state of almost

Not negative, but potentially a significant upside surprise from China, following tentative signs that thecountry is moving towards a full economic reopening. We alluded to this scenario in our 2023

Global stocks ended a three-week losing streak as a light economic data calendar enabled investors to pay more attention to company news. The blue-chip S&P 500 and technology focussed Nasdaq

To recap, the debt limit, often referred to as the ‘debt ceiling’ (a term we are going to be hearing a lot more of in the coming months), is the

Market sentiment remains fragile. Hot inflation prints in Europe and robust economic data readings (notably the US and China) have triggered a swift reassessment of interest rate expectations. The result