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Boom boom pow
It feels like boom time. Markets are hitting all-time highs. The US economy continues to defy expectations, adding 303,000 non-farm jobs in March. There are gre...
Take Two: Eurozone inflation eases; Fed wants more data before rate decision
What do you need to know?Eurozone inflation eased unexpectedly to 2.4% in March from 2.6% in February, boosting the case for the European Central Bank (ECB) to...
Nasdaq-100 Index® - Beyond technology?
The Nasdaq-100 Index® - holding a mirror to global megatrend evolution Capturing long-term growth momentum driven by megatrends is only one piece of the p...
Latin America’s minerals: An opportunity for investors amid the global energy transition
With the global energy transition underway, Latin America’s minerals market holds investment potential.Clean energy technologies like EV motors and wind turbi...
With the unstoppable growth of electric cars, what is the way to go?
The electric vehicle revolution is in full bloom, transforming the automotive industry and redefining the mobility of the future. With more than three million e...
Plotting in the Open
KEY POINTSThe Fed seems ready to tolerate accidents on the road to disinflation and maintains an easing narrativeWe explore the possibility some broad-based mon...
Take Two: Fed keeps interest rates on hold; Bank of Japan ends negative rates
What do you need to know?The US Federal Reserve (Fed) kept interest rates on hold between 5.25% and 5.50% at its March meeting and as expected, it was a unanimo...
Glittering prize
The rate cutting cycle is underway. It is expected to be a slow process, but central bankers are keen to keep expectations alive. At the same time there are sig...