Fed to Face Accusations of Political Bias as Baseline Policy Outlook Shifts
Low political approval ratings and subdued consumer sentiment indicated uneven US economic conditions, but the Fed's policy outlook has become less...
241 Views
Second Trump Presidency: Growth Focus Will Support Equities, but Challenge the Fed
President-elect Trump's election win reduces policy uncertainty for US financial markets. Pro-growth initiatives will support equities but...
285 Views
China Housing Stabilisation Delayed by Ongoing Structural Supply and Demand Shifts
China's housing market has yet to stabilise due to destocking and falling prices. Broader economic conditions have also undermined consumer...
196 Views
US Dollar Outlook: Underpinned by Potential Central Bank Divergence and Robust Corporate Performance
The dollar has appreciated since the Fed started its easing cycle. Weaker overseas economic conditions and respectable US corporate profit...
405 Views
Peering into Corporate Financing Conditions in 2025
Financing conditions have been resilient despite higher interest rates. Central banks have entered an easing cycle that will lower refinancing...
258 Views