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March 22, 2024
BilboardBILBoard April 2024 – Shifting sands in the investment landscape
The sands in the investment landscape have shifted in that it appears major central banks have tamed inflation without triggering a deep economic downturn. At the same time, market rate cut expectations have moderated, without disrupting markets. These developments, coupled with better-than-expected earnings results and...
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February 23, 2024
BilboardBILBoard March 2024 – Rate cut bets recede on brighter data
Spring is around the corner. The days are getting a little longer and brighter, while the cherry blossom tree in the BIL grounds is already in bloom. The latest economic data also has a Spring feeling about it. As the IMF wrote...
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January 23, 2024
BilboardBILBoard January 2024 – Are we there yet?
Economic overview The Fed and the ECB have concluded their hiking cycles. The easing cycle is likely to begin with the Fed (but later than March, as markets currently expect). The ECB has hinted that rate cuts could come in summer – much depends on...
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October 17, 2023
BilboardBILBoard October 2023 – Entry points and earnings
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 transmission of monetary tightening has occurred at varying speeds across economies. Until now, US growth has held up remarkably well,...
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September 22, 2023
BilboardBILBoard September 2023: Peak rates in sight
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 it comes to US and European rates. What is most important for investors now, is the shape of the peak...
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