China amplifies Fed’s interest rate pivot
In the wake of the Federal Reserve’s first interest rate cut in over four years, US equity markets hit fresh record highs and collective flows into...
money market fund flows
Investors given a ‘jumbo’ US rate cut to digest
The final day of the latest reporting period, which coincided with the US Federal Reserve’s first interest rate cut since March 2020, saw flows into...
Rotating to safety in early September
Ahead of a nine-day window encompassing policy meeting by the European Central Bank, US Federal Reserve and Bank of Japan, investors steered another...
Fasten seatbelt sign goes on in early September
Global asset markets hit a speed bump coming into August. They hit another during the first week of September as the tires on the investment cases...
All goldilocks and no bears in late August
The Paris Summer Olympics ended with the US and China occupying first and second position in the medal standings. They occupied the same positions...
Positioning for the US rate cut bounce
With only a few key data points standing between now and the Federal Reserve’s September meeting, expectations of a first cut in US interest rates...