11/10/2024 Gradual Powell – but Trump lies in wait The market is now pricing in higher rates than before for the middle of 2025, reflecting a more robust labour market. Read More
27/09/2024 Policy support arriving in China and the EU China’s recent policy announcements indicate a shift towards growth stimulation. Read More
20/09/2024 Powell’s guidance less dovish than market pricing The market anticipated the Fed rate cut more accurately than analysts. Read More
19/07/2024 Deeper Dive: China at the third plenum The Third Plenum sets out the policy direction for China for the next five years. Read More
12/07/2024 Deeper Dive: The fiscal crisis in Brazil Brazil has experienced recent volatility in its markets, including a weaker currency. Read More
21/06/2024 Deeper Dive: Strains in the Fifth Republic The upcoming elections in France have the potential to significantly impact markets and test EU structures. Read More
18/04/2024 Deeper Dive: R star and the bond market The concept of R-star, the equilibrium interest rate, and its importance in the bond market. Read More
16/01/2024 US corporate sector remains in a strong financial condition Andy Bevan, Fulcrum’s Economic Advisor and fixed income specialist, has prepared this note on the financial condition of the US corporate sector. Read More
