The global economy continues to slow and inflation has eased further. This is why the Governing Council decided to hold the policy rate at 5%.
December 6, 2023
Topic: Economic news
Whether the U.S. economy enters a recession in the next few months remains an important, if not crucial, anchor for any investment strategy. Pleasantly surprised by the resilience of the U.S. economy, this edition highlights a few reasons that underlie the recent “American exceptionalism”.
November 9, 2023
Topics: Economic news, Portfolio Managers
While fixed income and equities saw a notable decline due to negative market sentiment, in the U.S., the rise in the S&P 500 index was primarily fuelled by the Information Technology sector, comprising 28% of the index.
November 2, 2023
Topic: Economic news
This edition of our monthly publication takes you on a journey through the inflationary episodes of the 1940s, the 1970s, and the present day, offering insights into how exogenous shocks, goods and services inflation, and wage dynamics have evolved within the U.S. economy.
