Despite signs that inflation has likely peaked in certain areas of the world, the idea that the global monetary tightening cycle might soon come to an end is misplaced. With CPI levels set to remain at uncomfortable levels for the foreseeable futu...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Last week’s US CPI print showed a moderation in consumer price growth in July, driven by lower energy prices. Surprisingly good news came from core inflation, which came in ...

Weekly review by Steven Bell , Chief Economist (EMEA) at Columbia Threadneedle Investments After a challenging first half of the year both equities and bonds enjoyed a reversal of fortunes in 2022. Does this bode well for the remainder of...

By Ole Hansen, Head of Commodity Strategy at Saxo Bank The correction that for some commodities already started back in March has since the end of July increasingly been showing signs of reversing. According to the Bloomberg commodity sect...

By Tiffany Wilding, North American Economist, and Allison Boxer, Economist at PIMCO Bottom Line: As expected, both headline and core inflation moderated in July (both were below consensus, but in line with our forecast). However, the detai...

After the recent strong US employment numbers, fixed income markets hope to see at least small signals that inflation pressures are cooling off. But it will take more time before the economic cycle takes a decisive turn towards softer numbers. The...