Is cash king given higher rates? Examining the alternatives for asset allocation
There are alternatives to cash that can better withstand inflation despite the volatility.
Category: Product blogs
An expanded BRICS will take some time to make progress on “de-dollarisation”
More trading in each other’s currencies will likely come first.
Medical costs are likely to make US inflation stickier
Health care’s contribution to CPI reflects a time lag that had a flattering effect on figures through 2023.
Japan’s inflation revolution
Nominal GDP, wages and corporate revenues are growing at the fastest rate in 30 years.
Forecasting NFP with the Fed’s next move in focus
We are predicting that July NFP will come in at 193,000 – slightly below the 200,000 consensus.
UK a different story; unlike the US ‘soft landing’ outlook: CPI trends and BoE’s rate cycle
UK policy rate decision scheduled for 20 June will be influenced by two upcoming inflation reports. Current consensus and market pricing indicate a 60% probability of a rate cut. However, this decision remains a close call, contingent on the data from these two inflations releases.
De-dollarisation: the yuan’s use grows, but the greenback’s global role is proving to be stubborn
Our visualisations explore different roles of the global reserve currency.
Many people are going to be very wrong in 2023
Many are convinced that the Fed will pivot. Many are not. One camp will be proven wrong.