As widely expected, central bankers left interest rates unchanged at their first meeting of the year. The real news, however, was a clear message in their press statement: they do not intend to cut rates until they gain greater confidence that inf...

Wolf Von Rotberg We will have to be selective in 2024, with winners who will not be the same as in 2023. We need to be able to seize opportunities in a very attractive bond market, keep an eye on gold and, above all, avoid the false good i...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review It was another good week for US equities as data was released showing the continued strength of the US economy, while the drop in core inflation anno...

The general impression we had from Christine Lagarde is that they are genuinely in data dependent mode, more worried than in December about the state of the real economy and more comfortable about inflation, writes AXA IM Group Chief Economist a...

A surprise cut to banks’ reserve requirement ratios shows China’s central bank is ramping up support for the economy. But it’s fiscal policy that’s likely to take the leading role in driving growth in 2024. There’s been an unexpected Lunar New ...

Comment by Benoit Anne from MFS Market life is a cycle. And so are investor emotions about the Fed. First, there was fear. Then, there is indifference. And next, there will be anticipation. We have now exited stage 1: fear. Indeed, whatever th...