Insights

Trends, news, analysis and insight brought to you by our network of global experts.

Sponsorships • Sailing 08 August 2024

Vendée Globe 2024/25: The countdown commences

It is now only three months to go to the start of the Vendée Globe on 10 November 2024. Team Malizia’s skipper Boris Herrmann is one of 40 international competitors who will set sail from Les Sables d’Olonne in France for the 45,000 kilometre circumnavigation of the globe.

Marketing & Communications

2 min read

Investment Insights • MFN 06 August 2024

Recent market moves: what happened, why it happened and what it portends

Markets experienced violent moves at the end of last week and beginning of this week. In this note Daniel Murray discusses what happened, why it happened and the investment outlook for the remainder of the year.

Daniel Murray

4 min read

Investment Insights • MFN 02 August 2024

BoE delivers a hawkish rate cut, while concerns about second-round effects persist

The Bank of England (BoE) Monetary Policy Committee (MPC) voted by a narrow margin of 5 to 4 to reduce Bank Rate by 25 basis points (bps) to 5.0%. The fading impacts of past external shocks and a normalisation in wage and price setting behaviour explain the decision to ease monetary policy. In this Macro Flash Note, Economist Joaquin Thul delves further into these factors.

Joaquin Thul

3 min read

Investment Insights • MFN 01 August 2024

The Fed: On hold but opening the door for a September rate cut

The Federal Reserve remained on hold at its meeting on 31 July, with the Federal Open Market Committee (FOMC) delivering few surprises as it opened the door for a rate cut at the next meeting on 18 September. In this Macro Flash Note, Daniel Murray provides an overview of July’s FOMC meeting.

Daniel Murray

3 min read

Investment Insights • MFN 01 August 2024

Unwinding the unconventional: BoJ policy normalisation continues

At its meeting on 31 July, the Bank of Japan (BoJ) Policy Board raised its policy interest rate and announced its plan for the reduction of Japanese government bond (JGB) purchases. In this Macro Flash Note, Economist Sam Jochim summarises the changes.

Sam Jochim

3 min read

Investment Insights • MFN 26 July 2024

China’s softening data makes the case for further policy support

Chinese inflation and GDP data were weak in Q2, highlighting subdued domestic demand. In this Macro Flash Note, Economist Sam Jochim assesses the recent data and policy implications.

Sam Jochim

6 min read

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Insights

Vendée Globe 2024/25: The countdown commences

Recent market moves: what happened, why it happened and what it portends

BoE delivers a hawkish rate cut, while concerns about second-round effects persist

The Fed: On hold but opening the door for a September rate cut

Unwinding the unconventional: BoJ policy normalisation continues

China’s softening data makes the case for further policy support

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