"As widely expected, the ECB has left key interest rates unchanged. Inflation rates have now fallen far enough that no further interest rate hikes are necessary. However, the ECB does not yet need to lower interest rates as the economic outlook is...

By Robert Schramm-Fuchs, European Equities Portfolio Manager at Janus Henderson Investors “In our view, today’s ECB press conference is encouraging for equity markets. It seems the ECB President Mrs Lagarde left the door firmly open for an Apri...

By Charu Chanana, Head of FX Strategy at Saxo Charu Chanana Fed easing expectations are well-priced in by the markets, but US elections are still nine months away to worry about. However, risks of a Trump presidency could start to be consi...

The USD erased its gains since mid-July in late 2023 on speculations that the US Fed might pivot to policy easing in 2024. With State Street Global Advisor’s forecasts for below-trend global growth in 2024, recent market trends seem at risk of r...

Betting against the US economy was a mistake, while hopes for China's revival proved overly optimistic. Chief strategist Luca Paolini runs the rule over a tumultuous year. Luca Paolini, Chief Strategist Pictet Asset Management. 1. Growt...

Story of the month The 2023 equity year was characterized by a surprisingly strong upwards movement. however, the boom was not driven equally by all sectors. Highly capitalized stocks from the technology sector in particular pushed up the index...