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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...

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...

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...

No way Hutch. The lower inflation gets, the easier it is for rogue numbers to upset the narrative. We are now in that phase and recent US inflation reports illu...

Our positioningPositive on global equities – In the context of a macroeconomic soft landing combined with strong microeconomic fundamentals, we expect fu...