Latest Market Updates and Analysis

From caution to cuts: how major Central Banks are adjusting their strategies

Market expectations had moved rapidly in the final few weeks of 2023, discounting almost seven rate cuts by the US Federal Reserve (Fed) in 2024. Our base case was more cautious, and the market has now rebalanced, discounting three 0.25% cuts which is consistent with the Fed’s projections. The Fed has rightly been cautious, awaiting […]