Hope gets a 3% boost ahead of Fed’s July meeting
EPFR-tracked US Equity and Bond Funds absorbed a combined $22.2 billion during the second week of July. Of that total, $11 billion flowed in on the...
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For investors, 1H23 was an exercise in making sense of interesting times
Six months into 2023, the term “goldilocks economy” has been dusted off by some investors as they contemplate declining inflation, strong labor...
Asia shines as second quarter winds down
With major central banks in Europe and North America still tightening policy in the face of inflation rates three or four times their official...
To investors, the ‘punch bowl’ still looks empty
In mid-June, markets got what they had been hoping for. The US Federal Reserve paused its rate hiking cycle and China’s central bank moved, albeit...
Getting a pause, hoping for a pivot
In mid-June investors got from the US Federal Reserve what they’d been hoping for since the beginning of the year: a pause in the Fed’s current...
Cashing in on interesting times
The end of the latest debt ceiling standoff and expectations that the US Federal Reserve will keep interest rates on hold when it meets next week...