Research
Choose Language
April 8, 2022
NewsBILBoard April 2022 – Markets refocus on inflation and policy tightening
The second quarter of the year is upon us: originally the quarter in which it was assumed inflation would peak as pandemic-related supply chain issues cleared up. It is clear that inflation isn’t going anywhere anytime soon, with the conflict in Ukraine exacerbating price pressures. Despite new economic risks stemming from geopolitics, key central banks remain committed to reining in inflation, which is running far faster than their common 2% benchmark...
Read about how we are investing in this context in our latest BILBoard...
More
November 21, 2023
NewsWhat’s taking the wind from the renew...
The Copernicus Climate Change service reports that October 2023 was the warmest October on record. The same can be said for July, August, and September...
November 13, 2023
NewsUS consumer sentiment slips amid Midd...
The usual weekly newsletter had already “gone to print” last Friday before the release of the University of Michigan’s US consumer sentiment index, so a...
October 17, 2023
BilboardBILBoard October 2023 – Entry p...
Written as at 13/10/23 Economic Overview Globally speaking, growth continues to slow as the impact of tighter financial conditions becomes apparent. That said, the...
September 22, 2023
BilboardBILBoard September 2023: Peak rates i...
While central banks could still make some final tweaks, most market participants now believe that we are at (or inches away from) the top when...