26/10/2023 Age may just be a number, but when it comes to retirement, it matters. Retirement is a time meant for enjoying life without the pressure of work. For some, that means rediscovering life with their partner. For others, it …
20/10/2023 Key Takeaways Mild recession remains our base case Headwinds are building for the consumer Surging borrowing costs pose a risk This week we celebrated National Mulligan Day – a day everyone gets a ‘do over’ or a second chance. …
19/10/2023 While extravagant holidays are great, you don’t need to spend a lot of money to make meaningful memories with your loved ones. A slow morning on the first day of autumn. Baking cakes with the little ones. A great …
Make lasting memories by savouring life’s simple joys Read More »
06/10/2023 Key Takeaways Bonds are not rallying with positive inflation news Poor technicals are driving market moves Dysfunction in Washington remains a wild card Swing and a miss! This week marks the start of post-season baseball—America’s favourite pastime. Over the …
05/10/2023 Ed Mills, Managing Director, Washington Policy Analyst Key Takeaways The 25th anniversary of the collapse of Long Term Capital Management ushered in a transformative period of unconventional monetary policy. Pandemic-era policies induced a sharp increase in the money supply, thus …
First Look at the 2024 US Election: A 2020 Rematch? Read More »
05/10/2023 Professor Jeremy Batstone-Carr, European Strategist Raymond James Investment Services Ltd Key Takeaways The 25th anniversary of the collapse of Long Term Capital Management ushered in a transformative period of unconventional monetary policy. Pandemic-era policies induced a sharp increase in the …
The Corset, The Contraction And The Financial Markets Read More »
29/09/2023 Key Takeaways Consumer spending fog is rolling in Still calling for lower long-term Treasury yields Modest upside for equities is expected from current levels Sailing on Strange Seas! Traditional indicators have been flashing warning signals for some time now, …
Despite a resilient economy so far in 2023, the outlook is getting murkier Read More »
25/09/2023 Adapting your style to the norms of another culture isn’t being inauthentic – it’s just smart business. “Don’t you even care enough about me to write your name?” If you’ve ever written a short email response with no greeting …
22/09/2023 Key Takeaways Headwinds are building for the consumer High borrowing rates are reaching a pain point Labour market strength is waning This weekend marks the arrival of fall! The turning point in the year where the days grow shorter, nights …
Hopes bolstered for Fed’s soft landing, but watch building headwinds Read More »
Key Takeaways Rising oil prices are a key risk for the Fed Labour market rebalancing is good news for the Fed No hike in September, but another hike is still possible The Energiser Bunny! That’s the term that best describes …
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